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.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.
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.
The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as administrative support.
The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team.
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.
To provide support to Paraplanners & Financial Planners
Our client, a highly reputable firm of financial planners are looking to recruit an experienced Senior IFA/ Client Services Administrator to join London based team.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request
This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,.
A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.
You will join a team that has been awarded Best Financial Adviser to Work for award.
We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.
The company is based in the City near Liverpool Street station.
Key Contributions
Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.