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Financial Planning Administrator
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Our client, an established and growing Financial Planning firm, is looking to appoint an Administrator to join a newly formed team supporting its desk-based Financial Planning function.
This is a fantastic opportunity for someone who has experience within a Wealth Management firm to join a growing team, develop their technical knowledge and build a long-term career towards Paraplanning and Financial Planning.
The Role
You'll provide administrative and client support to a team of Financial Planners, helping to manage the client journey and ensuring the smooth delivery of financial planning services. The role will offer a mixture of technical administration and client-facing responsibilities, providing excellent exposure to the wider Financial Planning process.
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You'll join a newly established team that is continuing to grow, with significant opportunities to develop your knowledge, take on additional responsibility and progress your career within the business.
Essential
- Experience working in a wealth management environment in an administrative or client support capacity.
- Comfortable communicating with clients and providing a high level of service.
- Strong attention to detail and excellent organisational skills.
- Ability to manage multiple tasks and priorities within a busy Financial Planning environment.
- Good written and verbal communication skills.
- Strong IT skills, with good working knowledge of Microsoft Office.
Why Apply?
- Join a newly formed and growing Financial Planning team.
- Excellent career progression opportunities towards Paraplanning and Financial Planning.
- Full support towards Level 4 professional qualifications.
- Access to a dedicated Financial Planning Academy, providing a fast-track route into Financial Planning once the relevant RO1 and RO5 exams have been completed.
- Opportunity to develop both technical and client-facing experience.
- Join an established firm with a strong culture and excellent people.
- Regular company social events and a collaborative team environment.
- Clear long-term career development opportunities.
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If you're an IFA Administrator or Client Support professional looking to join a growing Financial Planning team and build a long-term career towards Paraplanning or Financial Planning, please apply today.
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