Overview
Adviser Support (Junior Paraplanner) – Award-Winning Wealth Management Firm
Our client is a highly respected and award-winning Wealth Management firm, known for delivering tailored investment management and financial planning services.
Following an internal promotion, they are seeking a Senior IFA Administrator/ Junior Paraplanner to join their collaborative and supportive team. This is an excellent opportunity to be part of a professional environment with a great office culture, while also enjoying the flexibility of hybrid working (two days from home). You’ll also have the chance to attend client meetings and further develop your skills in a firm that actively supports career progression.
Benefits
* Salary bracket is £30,000 – £40,000
* Open to part time applicants
* Study support and leave
* Private Medical
* Health cash plan
* Parking
* Nice open plan office
* Hybrid working
* And much more…
Qualifications
* Previous 2years of IFA admin experience within an IFA Practice
* Strong technical Pensions & Investment knowledge
* Working towards financial service exams
* Ability to work well with others
Responsibilities
Attend client meetings and provide adviser support; collaborate with the team in a professional environment; participate in paraplanning and administrative duties as required. Hybrid working (two days from home).
Application & Rewards
Apply today to be considered for this Technical Administrator/ Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Tags
Client service, paraplanner, IFA administrator, Adviser support, Paraplanner Assistant, Investments, CII, IFA Admin, Wealth Management, Financial Planning, Financial Adviser, Financial Services Administrator
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
Industries
* Staffing and Recruiting
#J-18808-Ljbffr