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Financial Planning Administrator route to Paraplanner
4 months ago
Only 6 months of experience required or no experience but with some industry exams completed.
Full Study Support
Our client is a wealth planning business with offices in Watford who have been operating for over 15 years have an excellent reputation providing very solid financial advice to City professionals, families, business owners retirees and accumulators. Many fall into the HNW category with over GBP1m of assets to invest. This business has a team of 10+ Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering. Due to an increase in incoming business and their current clients requiring more regular reviews, a vacancy has come available for a brand-new Financial Administrator who can administer all the necessary client services and back-office administration from start to finish on behalf of a team of advisers. The business has recently joined a larger network and there is plenty of administrative work to be done.
You will be speaking to providers, processing new business and all other necessary work to maintain a smooth administrative back-office operation.
The role will be office based to begin with but then you can WFH a few days a week. If you are sitting any exams towards your level 4 diploma, a package of study support will be given to you. The Directors places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting. Our client is looking to offer c.GBP30,000 - GBP35,000 basic salary plus a comprehensive study support package and bonus. Are you looking for supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this Financial Planning Administrator position could be perfect for you.
If this role sounds of interest or any other roles, I am working on please contact Sam at Financial Divisions
