At a Glance
- Tasks: Support Financial Planners and manage client journeys in a dynamic team.
- Company: Established Financial Planning firm with a strong culture and collaborative environment.
- Benefits: Career progression towards Paraplanning, professional qualifications, and regular social events.
- Other info: Access to a dedicated Financial Planning Academy for fast-track career development.
- Why this job: Join a growing team and gain valuable experience in Financial Planning.
- Qualifications: Experience in wealth management, strong communication, and organisational skills.
The predicted salary is between 27000 - 33000 £ per year.
Our client, an established and growing Financial Planning firm, is looking to appoint an Administrator to join a newly formed team supporting its desk-based Financial Planning function.
This is a fantastic opportunity for someone who has experience within a Wealth Management firm to join a growing team, develop their technical knowledge and build a long-term career towards Paraplanning and Financial Planning.
The Role 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 planning services.
The role will offer a mixture of technical administration and client-facing responsibilities, providing excellent exposure to the wider Financial Planning process.
You'll join a newly established team that is continuing to grow, with significant opportunities to develop your knowledge, take on additional responsibility and progress your career within the business.
Essential Experience working in a wealth management environment in an administrative or client support capacity.
Comfortable communicating with clients and providing a high level of service.
Strong attention to detail and excellent organisational skills.
Ability to manage multiple tasks and priorities within a busy Financial Planning environment.
Good written and verbal communication skills.
Strong IT skills, with good working knowledge of Microsoft Office.
Why Apply?
Join a newly formed and growing Financial Planning team.
Excellent career progression opportunities towards Paraplanning and Financial Planning.
Full support towards Level 4 professional qualifications.
Access to a dedicated Financial Planning Academy, providing a fast-track route into Financial Planning once the relevant RO1 and RO5 exams have been completed.
Opportunity to develop both technical and client-facing experience.
Join an established firm with a strong culture and excellent people.
Regular company social events and a collaborative team environment.
Clear long-term career development opportunities.
If you're an IFA Administrator or Client Support professional looking to join a growing Financial Planning team and build a long-term career towards Paraplanning or Financial Planning, please apply today.
Financial Planning Administrator employer: Flair for Recruitment
Join a dynamic financial services organisation that prioritises employee growth and development. With a competitive salary and benefits package, you will thrive in a supportive and collaborative work environment, where your leadership skills will be nurtured and your contributions to operational excellence are valued. This role offers the chance to lead a high-performing team while enjoying ongoing professional development opportunities in a rapidly growing sector.
