Posted by ABPM Recruitment Ltd • £53K/yr to £58K/yr
6 Month Fixed Term Contract
An experienced finance professional is needed to support the Finance Director for a 6-month period to keep in line financial data for internal and group reporting.
£52,500 to £57,500 equivalent; Loughborough, East Midlands
Are you an experienced financial planning administrator, looking for a new role in a dynamic team, with hybrid working with up to 4 days from home.
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 a Financial Advisers and paraplanning team.
Duties for this role will include
You will be responsible for gathering and maintaining client information and for implementing the recommendations in your clients' financial plans, turning them into a reality, and the administration of the ongoing service relationship to ensure they remain on track to achieve their goals.
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team.
They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.