Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
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 holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
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 holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
Select appropriate procedures to carry out tasks of an increasingly high-risk nature due to supporting Directors
Personal Assistant (Hybrid) needed in Preston, £13.47ph PAYE - Reference: RQ1301841
Maintain and provide a support service for Directors daily schedule, including forward planning of workload, diary management and co-ordinating and collating all relevant paperwork.