Supporting for two Financial Advisers and working alongside an Administrator / PA the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans.
A Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers.
Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.
Posted by Taylor James Professional Recruitment • £24K/yr to £28K/yr
Duties & responsibilities will include
Processing new business applications across the key financial products.
General
Our award winning Knutsford based client are looking to appoint an IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.
Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is committed to providing high levels of professionalism to clients and employees alike.
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market.
An exciting opportunity is now available for an ambitious Paraplanner to form part of their team.
Once fully trained and signed off, the Outbound Sales Advisor will have the flexibility to work from the office for at least 2 days per week, with the option to work from home for the remaining days, providing their performance remains satisfactory.
Alternatively, if the Sales Executive prefer to work predominantly from the Knutsford office, that arrangement is also completely acceptable.
Established, expanding business with exciting growth plans over the next 5 years, providing great opportunities to develop within a lovely working environment.
Once fully trained and signed off, the Sales Agent will have the flexibility to work from the office for at least 2 days per week, with the option to work from home for the remaining days, providing their performance remains satisfactory.
Are you an experienced Financial Planning Administrator looking to take the next step in your career?
Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their busy Knutsford offices.
About the Role
As a Financial Planning Administrator, you will be an integral part of the Wealth Management team, providing high-quality administrative support to Financial Advisors and clients.
Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is commitment to providing high levels of professionalism to clients and employees alike.
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market.
An exciting opportunity is now available for an ambitious Trainee Paraplanner to form part of their team.