We are offering an opportunity for someone who wants to build a career in financial planning and gain hands-on experience in a genuinely independent advice firm. You will play an important role supporting advisers and handling the early stages of paraplanning. This is an excellent route into a paraplanner position, or a stable role for someone who prefers to remain in admin.
What you will be doing
*Preparing client reports, documents and meeting packs
*Gathering data and liaising with product providers
*Updating CRM systems and maintaining accurate client records
*Completing the first stages of suitability reports
*Supporting advisers and ensuring client work progresses smoothly
What we are looking for
*Strong attention to detail and accuracy
*Confident written communication
*Organised, reliable and able to follow processes
*Interest in financial planning and developing new skills
What we offer
*Flexible working
*Free parking
*Life cover
*Supportive, experienced leadership team
*A culture focused on delivering high-quality advice rather than sales targets
*Clear progression path into a full paraplanner role, or the option to remain in admin if that suits you better
This is a focused, fair and professional workplace. You will work directly with decision makers and see how true independent financial advice is delivered.
To apply, please send your CV along with a short introduction.