An outstanding opportunity awaits a seasoned Senior Financial Administrator to join my client's esteemed team.
This individual will be instrumental in managing the workload generated by the Partner and providing crucial support to the Operations Director within their well-established and highly successful business.
Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team.
Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners.
You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports.