Administrative Support for Financial Advisory

3 weeks ago


Bangor, Gwynedd, United Kingdom MLR Careers Full time

About the Company

MLR Careers is a reputable financial planning firm that provides bespoke financial planning advice. With over £6.5 billion of assets under management, our company has established itself as a leader in the industry. We offer a supportive work environment and opportunities for career growth.

Job Summary

We are seeking an experienced Paraplanner/Financial Planning Administrator to join our team. As a key member of the financial advisory team, you will be responsible for providing administrative support in creating financial plans for clients. This role requires strong technical skills, attention to detail, and effective communication skills.

About You

You must have relevant experience and knowledge gained within a financial planning office at either Junior Paraplanner or Administrator level. The ideal candidate will possess excellent communication skills and be proficient in using Intelliflo Office. A competitive salary of £30,000 - £40,000 per annum, depending on experience, is offered for this role.



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