The Person: We are keen to consider either a highly competent administrator who enjoys working in a varied and involved support role and/or someone who would like to progress within the financial planning industry and work towards becoming Diploma qualified (training and support with exams will be provided).
I am recruiting a Financial Planning Administrator to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).
The Role: Working in a collaborative, fast paced and client focused team, the role of Financial Planning Administrator involves providing administrative support to the Partners, Financial Planners and Paraplanners, working with them to deliver an exceptional financial planning service to their clients.
The Role: I am recruiting a highly experienced and technically proficient Paraplanner to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).
The successful Paraplanner will ideally be Chartered (Diploma qualified as a minimum) and will become the technical 'go to' in the office, keeping abreast of industry changes and supporting the Partners in delivering an outstanding financial planning service to a wide range of technically complex, high net worth clients.
The successful Paraplanner will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients' needs and personal goals.
Join us at Blitz Gooday in this dual role combining the day-to-day running of a small busy accounting practice with bookkeeping responsibilities for a portfolio of clients.
Are you super organised and a whizz at bookkeeping?
A great opportunity for a skilled Paraplanner linked to Financial Services with supporting the IFA's Client bank on your strong report writing financial services skills and Diploma Qualified
Skills and Knowledge
MINIMUM Diploma qualified PARAPLANNER - STRONG REPORT WRITER LINKED TO THE CLIENT BANK Financial Services Background AS A PARAPLANNER.