Are you an experienced financial planner looking for an employed office-based position that would suit your lifestyle better with less travel and a guaranteed client bank?
Are you a level 4 Qualified Paraplanner or Financial Administrator looking to take that next step into an advisory role?
We are currently seeking a highly organised and efficient Financial Planning Administrator (or Case Manager) to join our client, a reputable financial planning practice on the outskirts of Sunderland.
The ideal candidate will provide administrative support to a team of financial planners, ensuring the smooth operation of the practice and contributing to their commitment to providing exceptional service to their clients.
Key Accountabilities
Providing comprehensive administrative support to the financial planning team, including file management, scheduling appointments, and handling client enquiries.
Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
£45,000 - £60,000 Bonus
Our Client is a highly successful and innovative IFA Practice who are based in the Newcastle region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Our client, a reputable financial planning practice in Gosforth is seeking a highly-motivated and organised Financial Planning Administrator to join their team.
The successful candidate will provide administrative support to a team of financial planners and paraplanners, ensuring that clients receive a high level of service and attention.
This is a full-time office-based role working in a friendly and supportive team environment, with opportunities for career growth.