Back to search
- Relaxed Atmosphere: The business pride themselves on having a laid-back and supportive office environment where admins and paraplanners take charge of their own tasks and work at their own pace.
- Autonomy: You will be liaising directly with the advisers, booking meetings, managing diaries, and providing report writing and review support.
- Job Stability: Many of the team who joined from day one are still there, reflecting a supportive working environment and long-term opportunities for career growth.
- Progression Plan: They offer a structured progression plan which includes a 6-month pay rise and exam support for those looking to further their qualifications in the industry.
- Liaising directly with financial advisers to support their client needs
- Scheduling and managing adviser meetings and diaries
- Writing reports and supporting in client reviews
- Organising and maintaining administration tasks for the advisers
- Ensuring smooth day-to-day operations of the practice
- Previous experience in an administrative role within a financial services or IFA environment would be ideal, but we are also open to training the right candidate.
- Strong organisational and communication skills are essential.
- A proactive attitude and the ability to manage your own workload.
