Are you an experienced Financial Services Administrator/ Junior Paraplanner looking to join a firm committed to developing your technical skillset?
We are looking to speak with experienced administrators/ junior paraplanners who are keen to develop their technical experience moving forward.
Duties & responsibilities will include: (not limited to)
* Providing administrative & technical support to the Advisers
* To be the first point of contact for clients
* To process new business applications across the key financial products
* Writing suitability reports
* Product research
* Ensuring that financial transactions are completed correctly & compliantly
* Preparing for client review meetings
* Attending meetings
* Acquiring client portfolio valuations
* Actioning LOAs
The candidate:
* c 2 years + IFA/ financial planning administration experience (essential)
* Previous paraplanning experience (desirable)
* Studying towards level 4 diploma (desirable)
What’s on offer:
* Starting basic salary of up to c £40,000
* Discretionary bonuses (c10% of salary)
* Hybrid working
* 30 days holiday + bank holidays (rising)
* Full study support
* Extended benefits package
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.