Financial Administrator to Paraplanner
1 week ago
We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a key member of our support function, you will provide end-to-end administrative support to our 4 Advisers, ensuring the smooth flow of our business operations.
Key Responsibilities- Drafting and sending letters of authority (LOAs) and letters of variation (LOVs)
- Creating meeting packs and updating our internal CRM
- Answering client queries and communicating with providers and other stakeholders
- Performing ad hoc administrative tasks to support the business
- Opportunity to develop paraplanning skills and work towards industry exams
A secure and rewarding role with an excellent benefits package, including a competitive salary of £30k - £35k depending on experience. Our Directors are committed to supporting your career development and providing a stable work environment.
For more information, please contact Sam Negbenebor at Financial Divisions.
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Financial Administrator to Paraplanner
5 days ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeAdministrative Support for Financial AdvisorsFinancial Divisions is a boutique IFA with a 20-year reputation for providing high-level advice on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and some protections to clients across Hampshire, Surrey, Berkshire, and Wiltshire.The business has 4 advisers and a full team of...
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Financial Administrator to Paraplanner
4 days ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeAdministrative Support for Financial AdvisorsFinancial Divisions is a boutique IFA with a 20-year reputation for providing high-level advice on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and some protections to clients across Hampshire, Surrey, Berkshire, and Wiltshire.The business has 4 advisers and a full team of...
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Financial Administrator to Paraplanner
4 days ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeAdministrative Support for Financial AdvisorsFinancial Divisions is a boutique IFA with a 20-year reputation for providing high-level advice on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and some protections to clients across Hampshire, Surrey, Berkshire, and Wiltshire.The business has 4 advisers and a full team of...
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Financial Administrator to Paraplanner
3 days ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeAdministrative Support for Financial AdvisorsFinancial Divisions is a boutique IFA with a 20-year reputation for providing high-level advice on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and some protections to clients across Hampshire, Surrey, Berkshire, and Wiltshire.The business has 4 advisers and a full team of...
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Financial Administrator to Paraplanner
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Financial Administrator to Paraplanner
2 weeks ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeBoutique Financial Services Firm Seeks Experienced Administrator Our client is a reputable financial advice business with a long-standing reputation for providing high-quality advice on pensions, investments, retirement planning, tax planning, inheritance tax, trusts, mortgages, and some protection products to high net worth individuals and families across...
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Financial Administrator to Paraplanner
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