An Award-Winning firm of Chartered Wealth Planners are seeking an experienced Administrator to join their team on a part-time basis.
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You will be providing exceptional quality PA and general administrative support to the Private Client Director of a busy team and daily duties will include;
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.
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.