Experienced Financial Planning Assistant
3 weeks ago
Extremely well-respected, client-centric focused IFA firm based in York looking to add an experienced IFA Administrator who ideally holds some basic suitability report writing experience to their adviser support team:
Working: Yes – 4-days office, 1-day WFH
Package: £27-30k base DOE + annual bonus & full company benefits
Holidays: 25 days holiday + stats
Working Hours: Full-time – 37.The Role: A hybrid role working across wealth administration support and basic research/suitability report writing that is geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective.
Database management with client business development and marketing materials
Paraplanning and suitability report compilation – ISA transfers, lump sum investments etc
The Person: Will ideally come from an IFA/wealth management background and have exposure to supporting IFA’s/financial planners across the transaction of private wealth focused financial advice:
~Exposure to private wealth investments, pensions and protection casework
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Financial Planning Assistant
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Upper Poppleton, North Yorkshire, United Kingdom CB3 Associates Ltd Full time €27,000 - €30,000The Company: Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. Extremely well-respected, client-centric focused IFA firm based in York looking to add an experienced IFA Administrator who ideally holds some basic suitability report writing experience to their adviser support...
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Financial Planning Administrator
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