We have partnered with a finance organisation who are recruiting a Paraplanner to join their growing team based at their modern purpose built offices In the Berkswell area.
As a Paraplanner you will be responsible for providing administrative support and managing relationships between the Practice and clients.
This is a full time permanent role, offering hybrid working (3 days in 2 days from home), training and progression opportunities, free parking and a salary ranging from £25-28k.
We are fully committed to progressing you through your PCO Portfolio or PCO Apprenticeship which would increase your salary to £32,288 as soon as either of these is successfully completed which can realistically be achieved within 12 to 18 months of joining us.
We also offer: Opportunity to earn approximately £37,800 including overtime (Whilst we cannot guarantee overtime will always be available, this is based on an average of 4 hrs per week)Clear career development pathways for you to transition quickly into operational management positions with salaries ranging from £36,000 to £42,000.Flexible shift patterns available.Free parking on site.Free use of the gym.Free food whilst on shiftPension scheme.Health & Wellbeing Benefits.Reward & Recognition scheme.Serco discounts which include cinema, online shopping discounts, leisure centre memberships and you can apply for a Blue Light discount card.
What's in it for you?Your starting salary will be £27,300 pa. increasing to £28,350 after 12 months and increasing again to £32,288 when you reach 3 years' service.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
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 the Financial Advisers and Paraplanning team.
Our client, a well-established, corporate organisation is recruiting for a Financial Services Executive.
They are looking for a committed, experienced individual to join their fast-paced team in their beautiful rural offices.
Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, up to £150 for eye tests/eye wear, 4% pension contributions/matched and employee assistance scheme available through Aviva.
The option to progress on to Paraplanning is available.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
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 support to the Financial Advisers and Paraplanning team.
On completion, this form is to be sent to the FSI (E) HR Officer to initiate the recruitment process.
This form is to be completed by the FSI Contract manager on award of a contract, or earlier if it is appropriate to do so, when there is a requirement for new recruitment.
It is to be used for both new security and Soft FM contracts.
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