Junior Paraplanner-senior Ifa Administrator

2 weeks ago

London, United Kingdom Financial Divisions Full time

**+ £3-4.5k Bonus + study support**

**Overview**

**Are you a financial administrator seeking your next step in your career? We have an opportunity that offers a fully supported transition from financial administration into a paraplanners role. Uniquely, this position offers experienced financialservices administrators support, guidance and training as you develop your skills from administrator to fully-fledged paraplanner over an agreed time period. The employer is an established financial services company based in Central London with a dynamic andentrepreneurial manager who believes strongly in offering training, support and development to the people that she employs.**

**About the Role
**As a Financial Administrator/Paraplanner, duties will include (but not be limited to):

- Assisting with the preparation of outstanding financial advice on investments, pension planning,
- inheritance tax and estate planning, in an efficient manner
- Supporting the advisory teams to execute client relationship strategy
- Supporting the Client Relationship Manager and Senior Financial Planners/Financial Planners, to maintain strong relationships with clients, driving engagement and positive client outcomes
- Always ensuring that the work undertaken complies with the regulatory and legal environment

**About You**

**This is an exciting opportunity for a financial administrator to join a company that GENUINELY cares for their people. They are seeking individuals with at least a years’ experience in financial services administration and who are preparing to undertaketheir RO exams as they work towards their Certificate in Financial Planning. You may also have already taken a number of RO exams but support will be given to you as you continue to work towards this goal. For more information on this exciting opportunity,please contact Ryan Wootten at Financial Divisions.

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