The option to progress on to Paraplanning is available.
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.
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate.
They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional.
This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice.
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
My client is on the lookout for an Executive Assistant to provide stellar support to their Executive Team.
Are you an experienced administrative professional with a knack for organisation and communication?
A successful candidate will flourish in a fast-paced setting, handling meeting coordination, calendar management, and ensuring the directors are fully equipped for success.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
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 the Financial Advisers and Paraplanning team.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.