This is an exciting opportunity for an ambitious professional to join a successful Financial Planning firm based in Surrey. Focusing on providing a high quality financial planning service to its valued clients, this firm has built a strong reputation within the industry.
Our client is looking to add to their back-office team and is looking for a paraplanner to provide a first-class support to the financial advisers of the practice, enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning.
What’s needed to be considered?
- Previous experience within an IFA or Financial Planning Practice
- Comfortable with providing administrative support to financial planners.
- A strong knowledge of financial products, particularly Pensions and Investments
- Working towards Level 4 Diploma
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Technical Sales Support, Technical Planner, paraplanner, para-planner, IFA administrator, financial planning, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner