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Financial planning administrator

Pill
Permanent
CV Elite Limited
Financial planning administrator
Posted: 24 November
Offer description

The Role: I am recruiting a Financial Planning Assistant for Paradigm Norton’s Bristol office to support with the provision of financial planning and portfolio management services to high-net-worth clients. The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however they will not be expected to know the intricacies of financial planning as training and support will be provided. They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning. As well as enjoying a responsible and highly varied role, the successful Financial Planning Assistant will also have the opportunity, if they so choose, to study for professional exams and progress their career in financial planning. Salary and Benefits: Salary up to £35,000 (dependent on experience) plus an exceptional benefits package including 23 days’ holiday + 12 wellbeing days + bank holidays + hybrid working + support with professional training + 10% employers’ pension contribution + profit share + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme. Home Working and Flexibility: People matter, and Paradigm Norton believe that having a good work/life balance is crucial to positive mental health and wellbeing. Paradigm Norton...

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