Overview
A well-established financial advisory firm is seeking a detail‑oriented professional to join its client services team and either develop into a paraplanner or continue in senior IFA support. This role is ideal for someone with experience in wealth management who is looking to broaden responsibilities by combining client support with technical and analytical tasks in a dynamic environment.
Key Responsibilities
* Serve as a primary contact for clients, ensuring smooth communication and service delivery
* Organise adviser schedules and manage client review processes
* Prepare documentation such as agreements, agendas, and reports
* Conduct research and review financial plans to support recommendations
* Deliver accurate and timely administrative and technical support
* Maintain up-to-date client records and ensure compliance with regulatory standards
What We’re Looking For
* Strong organisational skills and ability to manage multiple tasks
* Experience in supporting financial advisers
* High attention to detail and commitment to delivering quality work
* Proactive approach with problem‑solving and analytical capabilities
* Excellent communication skills and confidence in client interactions
* Proficiency in MS Office and familiarity with financial services platforms
* Knowledge of financial products and regulatory requirements
* A collaborative mindset and willingness to learn and adapt
What’s on Offer
* A supportive team environment focused on professional development
* Exposure to a wide range of financial services and client scenarios
* Opportunities to enhance technical knowledge and progress your career
* Competitive salary, benefits package and study support for exams
Please get in touch for a confidential discussion with Alison Curran about the opportunity and potentially other vacancies in the area.
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