Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
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 a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
PAYE via Ajilon - Circa £55,000 per annum 5% utilisation bonus and additional benefits including; Pension contribution, medical cover, training & development, discounts on big brands & many more
PAYE via Ajilon - Circa £55,000 per annum 5% utilisation bonus and additional benefits including; Pension contribution, medical cover, training & development, discounts on big brands & many more
Posted by Hays Specialist Recruitment Limited • £19K/yr to £24K/yr
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About Us: Our client is a respected independent financial advice firm dedicated to helping clients make informed decisions across savings, investments, retirement planning, and mortgage and protection services.
Part of a National Financial Services group, the team in Leamington Spa are a close-knit team comprising 5 Financial Advisers, 2 Mortgage Advisers, and 13 support staff, committed to delivering a high level of service to our clients.
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