Following a promotion of the existing assistant to a paraplanning position, they are now hiring a Financial Planning Assistant to provide close administrative support to two of their highest performing advisors.
Our client is a professional city based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.
This Financial Planning Administrator job is well suited to career minded individuals with ambitions to become a Paraplanner and then a Financial Adviser
The plan is for you to initially join as a Financial Planning Administrator and grow in confidence, skills and knowledge and transition to become his Paraplanner over 12 months.
You will be supporting a busy Financial Adviser with ambitions to increase his funds under management by £5m every 6 months.
I am currently recruiting for a diploma-qualified Paraplanner aiming to progress into a role for our Kent-based client.
Plus career progression, onsite parking
This firm has been providing straightforward independent financial advice in the Kent area for many years, earning a solid reputation with clients and local professional services firms, which contribute to a steady stream of new business enquiries.
Ideal opportunity for an experienced talented IFA Administrator looking to take the next step into Paraplanning.
Based in their London office, you will be guided and supported with you career development plan on a dedicated structured basis offering you the various challenges in your daily tasks and responsibilities
Plus study support, bonus, excellent career development programme and starting salary package
Are you a paraplanner with a passion for working with financial planners?
Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you!
They are an award-winning financial services firm based in North West London dedicated to providing comprehensive and personalised financial planning solutions to clients.
As a company they aim to create thriving and sustainable communities by investing in housing, infrastructure, and local services while actively engaging residents in decision-making processes.
Our client is a housing association and regeneration agency based in East London.
Established for over 20 years, their primary focus is on providing affordable housing, managing estates, and leading community regeneration projects in the area.