Financial Planning Administrator - Chartered IFA City of London offices - Central London £28k - £35k basic salary plus benefits package Working in the pod of the highest billing adviser My client is a Chartered wealth planning business with offices in the City of London (near City Thameslink station) who have been operating for many years. I have met the Directors and placed close to 20 staff into the business including administrators, paraplanners, advisers and mortgage professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of c. 100 staff with 20 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. A vacancy has come available for a Financial Administrator/Trainee Paraplanner with12+ months of experience in financial planning who can administer all the necessary client services and back-office administration from start to finish and get involved in some basic paraplanning. You will report into a Team Leader within the pod. Experience using Intelligent Office is highly advantageous, but full training will be provided. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. The role can progress into paraplanning or a more senior administrator/team leader. Contact Peter Fozard at Financial Divisions.
