Dynamite Recruitment are partnering with a chartered financial planning and wealth management firm on the recruit of a Financial PLanning Administrator to join their team, supporting a Senior Financial Advisor !
As a Financial Planning Administer you will be working closely with your assigned advisor to support their workload .
This role can offer plenty of progression if desired, and support towards qualifications
Are you passionate about financial planning and providing exceptional service to clients?
Join our team at multi site IFA firm as a Paraplanner!
You will be joining a privately owned financial planning and discretionary investment management house, dedicated to helping clients achieve their financial goals.
Financial Adviser - manage existing clients from the MD - employed role (up to £65k) or self employed role - Fleet (Hampshire) - lots of flexibility to work from home
My client is a wealth planning firm with its main office near Fleet who I have met and placed 2 staff with.
The business has 3 advisers and a full support team of Paraplanners and Administrators.
Financial Adviser - manage existing clients from the MD - employed role (up to £65k) or self employed role - Fleet (Hampshire) - lots of flexibility to work from home
My client is a wealth planning firm with its main office near Fleet who I have met and placed 2 staff with.
The business has 3 advisers and a full support team of Paraplanners and Administrators.
Our client is preparing for the future and they are actively working on their succession plan.
To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the business' next owner/Director once the current owner retires.
There is a 5 year plan in place, part of which is focused on hiring a successor to the director now.