Are you a financial services professional seeking advancement in your career? This opportunity might be tailor-made for you. We are in search of an adept Paraplanner or Senior Technical Administrator to offer top-tier technical support to our client's expanding client base.
The ideal candidate will:
- Possess extensive experience in financial services, accompanied by a Level 4 qualification (or actively pursuing one).
- Demonstrate exceptional technical prowess.
- Have hands-on experience with IO and platforms.
Located in Bourne End, Buckinghamshire, our client is an independent financial planning firm with a 25-year track record of providing a top-quality offering for clients. Their commitment to professional service, clear communication, and approachability has garnered long-lasting client relationships.
Responsibilities for this role may include:
- Consolidating client information.
- Conducting research.
- Generating client illustrations.
- Drafting suitability reports.
- Facilitating the advisory process to completion.
In this role, you will be a pivotal member of the team, supporting their Financial Planners and guiding Trainee Paraplanners to ensure clients receive unparalleled advice and service.
Your benefits will include:
- Competitive salary (up to £45,000 based on experience).
- Generous holiday entitlement (24 days plus bank holidays).
- Immediate enrolment in a pension scheme with enhanced employer contributions.
- Support for ongoing training and development.
If you feel you fit the bill, we await your application.