We are looking for a Financial Administrator for our clients based in Tring. You will be providing vital paraplanning and administration support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something the candidate would want. Responsibilities: - Provide vital paraplanning support to the team of wealth advisers - Research products, financial planning solutions and investment strategies - Prepare recommendation reports for client meetings - Provide a high level of technical support - Assist advisers with client management - Provide advisers and clients with technical reports and information - Ensure high worth investment transactions are carried out accurately Experience and qualifications: - Previous administrative and paraplanning experience required - Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate - Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc) - Experience of the Pension Switch market - Experience of administration of IHT or Investment products - Excellent IT skills and proficient in Microsoft Office