Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The option to progress on to Paraplanning is available.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Working for a diverse, inclusive organisation that is a safe space for colleagues with shared aspects of identity and lived experience, which helps ensure a service which promotes the diversity and uniqueness of children and families from all backgrounds.
We provide extensive wellbeing support for colleagues, as well as excellent benefits, all of which we hope encourages you to join us.
We especially welcome applications from people from diverse backgrounds as we strive to ensure our workforce reflects the diversity of the children and families we work with.
Posted by Gleeson Recruitment Group • £38K/yr to £42K/yr
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