Posted by Antony George Recruitment • £40K/yr to £50K/yr
The role
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
The purpose of this role is to act as a Paraplanner within the business.
Duties and Responsibilities
Your duties and responsibilities will include but not be limited to:.
Elevate Your Career as a Paraplanner at a Leading IFA Firm!
If you thrive in a supportive, forward-thinking environment and want to help our Financial Advisers deliver first-class service to clients, this is the role for you!
We are seeking an experienced, high-calibre Paraplanner to join our clients dynamic team in St Albans.
We are partnering with our client to find an experienced Financial Adviser to join their rapidly expanding team in Bishop's Stortford.
If you are a skilled and self-driven financial adviser with a talent for building client relationships, a passion for networking, and a commitment to providing outstanding service, this role could be your perfect match.
This position offers a competitive salary and bonus structure, along with the opportunity to manage an existing client portfolio, presenting a unique chance to make a substantial impact.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
We are thrilled to have partnered with a leading independent financial advice firm in St Albans, who are actively looking for a IFA Administrator to join their team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.