Financial Admin & Paraplanning Support Specialist

Financial Admin & Paraplanning Support Specialist

Full-Time On-site
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Timothy James & Partners is a London-based independent financial planning and wealth management firm seeking a paraplanning administrator to support the advisory team with new business submissions and client service tasks.

The role focuses on accurate documentation, regulatory compliance, and efficient workflow support within a regulated environment. Relevant CII qualifications preferred and experience in IFA or financial services administration are desirable.

Financial Admin & Paraplanning Support Specialist employer: Korn Ferry Client Opportunities

Fidelius is an exceptional employer that prioritises employee growth and development within a supportive work culture. Located in the vibrant city of Bath, we offer a collaborative environment where HR Administrators can thrive, with opportunities for professional advancement and continuous learning. Our commitment to employee well-being is reflected in our comprehensive benefits package and dedication to maintaining a high-quality service for both employees and clients.

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Contact Details:

Korn Ferry Client Opportunities Recruitment Team