Financial Planning Administrator: Path to Paraplanner

Financial Planning Administrator: Path to Paraplanner

Full-Time 40500 - 49500 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support Financial Advisers and Paraplanners in delivering exceptional financial planning services.
  • Company: Established Independent Financial Planning practice focused on career development.
  • Benefits: Career growth opportunities, supportive environment, and investment in your professional development.
  • Other info: Join a growing team that values its people and fosters a collaborative culture.
  • Why this job: Kickstart your career in finance with hands-on experience and mentorship.
  • Qualifications: Experience in financial services administration is essential.

The predicted salary is between 40500 - 49500 £ per year.

SecsintheCity client, a well-established Independent Financial Planning practice, is recruiting an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with financial services administration experience to develop their career within a supportive business that clearly invests in its people.

Working closely with Financial Advisers and Paraplanners, you’ll enable an exceptional service level and support the end-to-end planning.

Financial Planning Administrator: Path to Paraplanner employer: SecsintheCity

Sheridan Maine offers a dynamic and supportive work environment for an Accounts Payable Specialist in Bath, where you can thrive within a friendly finance team. With flexible hybrid working options and ample opportunities for career development, this role is perfect for those looking to grow their skills while contributing to a fast-paced and collaborative atmosphere.

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Contact Details:

SecsintheCity Recruitment Team

We think you need these skills to ace Financial Planning Administrator: Path to Paraplanner

Financial Services Administration
Client Relationship Management
Support for Financial Advisers
End-to-End Planning Support
Attention to Detail
Communication Skills
Team Collaboration