Financial Planning Administrator - quick route to paraplanner
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About the company
Salary up to £43k plus benefits Working in the pod of an adviser with £80m AUM
Requirements
4 days in the office per week
- Seeking an experienced Financial Planning Administrator
- Fastrack training to become a paraplanner and thereafter an adviser
- 2+ years of experience required as a minimum in administration
- Technical Administration duties on whole of market financial products
- LOA/LOV’s, answering queries from providers and clients
- CRM and Database management
- Processing all new business and onboarding new clients
- AML checks and other credit checks
- Independent wealth planning firm with offices across the UK
- I have met the Directors and placed 20+ members of staff with them
- They offer whole of market financial advice
- HNW retirees, accumulators, local families and SME owners
- Clients with assets ranging from £150k - £50m.
- Pensions, investments, tax planning, cashflow modelling, retirement planning
- Some esoteric schemes such as VCT & EIS schemes.
- Very longstanding relations with accountancy and solicitor practices
How to apply
Contact Peter at Financial Divisions.
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Financial Planning Administrator (quick route to paraplanner)