Our client, a leading organization in the financial services sector, is actively seeking a Financial Planning Administrator to join their dynamic team.
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Preparing and maintaining client files and documentation.
Assisting financial advisors in the research and analysis of financial plans.
General
My client is involved in Financial services, Wealth management and Private office and are currently seeking an experienced Paraplanner working towards chartered or already chartered.
This is a great opportunity for an experienced FS Administrator to join my clients Financial Planning team in their Bury St. Edmunds office (outskirts).
My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision.
This role will require the initial months training to take place in my clients Norwich office.
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.
Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
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