Holistic Financial Planning Specialist
1 day ago
Hays Accounts and Finance is proud to partner with a leading Chartered Financial Planning firm in the area. With a strong reputation built on referrals and word of mouth, they offer a unique opportunity for a motivated individual to join their small team. As a Fiscial Services Administrator/Paraplanner, you will work closely with the team and contribute to the provision of holistic financial planning for clients.
About the JobThe successful candidate will have previous experience in a similar role and be willing to study and gain qualifications. Key responsibilities include:
- Supporting Financial Planners in client meetings.
- Processing new business using various IT systems.
- Contributing to the client review process.
- Maintaining accurate client records.
With a competitive salary range of £25,000-£35,000 per annum, this is an exciting opportunity to develop your skills and career in financial services.
Benefits and DevelopmentThis role offers a supportive and collaborative work environment, where personal development is highly valued. The company provides opportunities for professional growth, including training and qualification support. If you are a driven and detail-focused individual looking to advance your career, apply now.
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Financial Administrator
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Penrith, UK, Cumbria, United Kingdom Professional Financial Centre Ltd Full timeJob Title: Financial Services Administrator / ParaplannerSalary: Starting from £25,000 (rising subject to experience and qualifications)Location: Penrith, CumbriaA fantastic opportunity for an organised and enthusiastic Paraplanner to join a highly reputable business founded over 20 years ago.Professional Financial Centre Cumbria Ltd is a local Chartered...
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Financial Services Coordinator
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Penrith, Cumbria, United Kingdom Hays Accounts and Finance Full timeYour new company Hays Accounts and Finance is partnering with a local, Chartered Financial Planning firm based in the area. This organisation has an excellent reputation, built on referrals and word of mouth. They are a friendly and welcoming team, working from a beautiful office that welcomes dogs. With excellent benefits and a focus on employee care, they...
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Administrative Assistant
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Paraplanner Support Specialist
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Customer Service Associate
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Business Support Coordinator
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Administrative Support Specialist
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