At a Glance
- Tasks: Support financial advisers and manage client service tasks while learning paraplanning.
- Company: A dynamic and growing financial adviser practice in the UK.
- Benefits: Structured training, pension and insurance benefits, and career progression opportunities.
- Other info: Join a supportive team in a fast-paced environment.
- Why this job: Kickstart your finance career with hands-on experience and growth potential.
- Qualifications: Strong organisational skills and a willingness to learn about finance.
The predicted salary is between 38250 - 46750 £ per year.
A busy and growing financial adviser practice in the United Kingdom is seeking a PA/Administrator to support advisers and grow client service levels.
You will start in PA/Admin duties and progress into paraplanning, handling investment and pension transfers as you learn.
You will schedule meetings, document follow-ups, manage CRM (Salesforce), perform AML checks and prepare packs for clients and reviews.
Training, progression, and a structured pathway accompany pension and insurance benefits.
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Finance Admin to Paraplanner Trainee (In-Office) in Epsom employer: Financial Planning Firm
As a rapidly growing Financial Planning firm, we pride ourselves on fostering a supportive and dynamic work environment where our employees can thrive. With a focus on professional development, we offer extensive coaching and mentoring opportunities for our team of Financial Advisors, ensuring they deliver exceptional service to our clients. Located in a vibrant area, our office encourages collaboration and innovation, making it an excellent place for those seeking meaningful and rewarding employment.
