James & Partners in Liverpool is seeking an experienced Financial Advice Administrator to support Financial Advisers and Paraplanners across a busy UK wealth management caseload. You will manage onboarding, letters of authority, account openings and ongoing servicing, while maintaining FCA compliance and accurate CRM records.
You'll work within a team structure to help advisers spend more time with clients, with a clear progression path into Paraplanning and financial advice.
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Wealth Planning Admin: Onboarding & Paraplanning Path in West Kirby employer: James & Partners
Join a thriving family-owned estate agency in Peckham, where you will be part of a supportive and dynamic team dedicated to delivering exceptional service in the New Homes sector. With a strong focus on employee development, you will benefit from comprehensive training, guaranteed commission, and exciting overseas incentive trips, all while enjoying a competitive salary and the perks of a company car. This is not just a job; it's an opportunity to grow your career in a reputable firm that values its employees and fosters a positive work culture.
