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.