At a Glance
- Tasks: Support Financial Planners with admin tasks and client interactions.
- Company: Growing Financial Planning firm with a focus on teamwork.
- Benefits: Gain valuable experience in finance and career progression opportunities.
- Other info: Join a newly formed team and be part of an exciting journey.
- Why this job: Kickstart your career in finance while helping clients achieve their goals.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 54000 - 66000 £ per year.
Flair for Recruitment is recruiting on behalf of a growing Financial Planning firm for an Administrator to join a newly formed team supporting its desk-based Financial Planning function. The role offers a mix of technical administration and client-facing responsibilities, with exposure to the wider Financial Planning process.
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 services.
Financial Planning Admin - Path to Paraplanning employer: Flair for Recruitment
Join a dynamic and supportive Financial Planning firm that prioritises employee growth and development. With access to a dedicated Financial Planning Academy, you'll have the opportunity to fast-track your career towards Paraplanning and Financial Planning while enjoying a collaborative work culture and regular social events. This role not only offers a blend of technical and client-facing responsibilities but also ensures a fulfilling journey in the thriving financial services sector.
