Exciting opportunity to join an established firm of financial advisers as a Client Services Administrator.
The will be supporting the Partners/advisers in the provision of high quality, accurate and timely administration service, in relation to all product areas within the Financial Services market.
Great opportunity for a forward thinking Compliance professional to make their name in investment management.
About the role
You understand investments and portfolio management, and want to be in a growing firm that will give you the tools to make a difference and a strong base to accelerate your career.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
Initially working within their financial coaching team providing guidance to clients who have questions or queries regarding investments and pensions held on their self invest platform.
I am working with a National client who has a pathway for a Level 4 qualified individual.
The platform has c.80k clients varying from regular savers to multi million pound investment holders.
Using established advisory expertise to work with dedicated business areas as a trusted, credible advisor, this is a generalist role focused on effective employment relations advice; policy management as well as supporting with advising on a full range of people and change initiatives to help enable both delivery of the people and culture strategy as well as functional people agendas.
A great opportunity for an experienced HR/People Advisor with experience in simplifying policies and generalist support, with the longer term goal after 3-6 months to have more of a strategic focus.
I have the pleasure of supporting a brilliant Financial Services organisation as they continue to grow their HR function and I am looking to speak to experience HR Advisors for the following role.