Are you an experienced paraplanner / financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
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.
The option to progress on to Paraplanning is available.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role.
The firm caters to a diverse range of clients, including city professionals, SME business owners, and retirees, with portfolios ranging from £500k to several million in investable assets.
With a rich history of providing whole-of-market financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages, and other Protections, they serve a high-net-worth clientele across London and the Home Counties region.
We are looking for someone with administration experience along with strong communication skills and who enjoys working in a busy and fast paced environment!
We are delighted to be working with one of our amazing clients who are based in Uxbridge and are looking for a new Administrator to join their team!
Sheridan ward is excited to be recruiting for a fabulous client based in Uxbridge, they are on the lookout for a new Administrator to join their growing and supportive team!
We are looking for someone with administration experience, who has great communication skills and who enjoys working in a busy and fast paced environment!
Do you have 2 years admin experience?
We are excited to be working with one of our lovely clients based in Uxbridge who are looking for a new Administrator to join the team!