Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and a paraplanning role?
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.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
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.
The option to progress on to Paraplanning is available.
Posted by Hayley Group Limited • £19K/yr to £26K/yr
Hayley Group Limited are looking for a Trainee Administration Assistant to join our well-established and experienced Fasteners Department in our Halesowen branch.
You will join us on a full time, permanent basis and in return, you will receive a competitive salary.
Hayley Group is the largest independent distributor of engineering products and consumables in the UK.
This is an excellent opportunity for a Paraplanner, or someone who's looking to upskill as a Paraplanner, to join a well-established financial planning company that offer holistic independent financial advice.
Job Description
Recruit UK are currently working with a reputable and well-established financial planning firm on a Paraplanner role in the West Midlands.
A Chartered IFA based in the West-Midlands are looking for a trainee Financial Planner to come in and support one of the Senior IFA's in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank.
The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives.