Are you ready to play a pivotal role in reshaping financial strategies?
Offering between £70,000 to £85,000 Bonus Equity Options Very Flexible Hybrid Working (mostly remote, 1 day in the office)
Great opportunity to join a very successful private equity-backed software group focusing on financial strategies, net working capital, cash modelling, debt management, and more.
Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial services, who are looking for an exciting career move, mature working environment and the opportunity to develop a rewarding career, to DipFS status.
A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner / IFA Administrator at their office in Kibworth.
Our client is looking for an Account Manager to be responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes and delivering excellent technical and customer service outcomes to clients.
Job specification
Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes.
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.