A Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers.
Supporting for two Financial Advisers and working alongside an Administrator / PA the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans.
Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.
Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Knutsford.
Due to continued business growth, our client is expanding their team and is seeking an experienced and motivated individual to provide advanced support to their friendly and dynamic team.
This role is for you if you're a Paraplanner with a minimum of 1 years' experience that wants to be part of a growing Chartered IFA practice as a paraplanner where you should wish, there is an opportunity to be a Financial Advisor in 2-3 years' time.
Preferably you will have your Level 4 diploma or be close to achieving it, and the business will provide you with study support should you need it.
Are you an experienced Financial Planning Administrator looking to take the next step in your career?
Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their busy Knutsford offices.
About the Role
As a Financial Planning Administrator, you will be an integral part of the Wealth Management team, providing high-quality administrative support to Financial Advisors and clients.
Once fully trained and signed off, the Sales Agent will have the flexibility to work from the office for at least 2 days per week, with the option to work from home for the remaining days, providing their performance remains satisfactory.
Alternatively, if the Sales Agent prefers to work predominantly from the Knutsford office, that arrangement is also completely acceptable.
An exciting opportunity is now available for an ambitious Paraplanner to form part of their team.
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market.
Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is committed to providing high levels of professionalism to clients and employees alike.
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market.
An exciting opportunity is now available for an ambitious Trainee Paraplanner to form part of their team.
Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is commitment to providing high levels of professionalism to clients and employees alike.
Established, expanding business with exciting growth plans over the next 5 years, providing great opportunities to develop within a lovely working environment.