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Financial Planning Administrator / Junior Paraplanner - With potential to become qualified paraplanner
My client are a well-established Independent Financial Advice firm with offices based near Stansted in Essex. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the Essex, London and Anglia regions of England. They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services.
They have a 30 year history in financial planning and have an established book of clients that continues to grow organically. This practice requires someone with experience of wealth planning operations who is client facing, and willing to nurture and develop relationships with existing clients overseeing their complete wealth management requirements alongside an IFA.
This position is suitable to experienced IFA administrators or junior paraplanners who are interested in the service and technical side of the job, and will appeal to those that whilst already competent and experienced administrators may prefer the client facing elements of wealth planning. You’ll not only be responsible for setting up new accounts, putting together new service applications, dealing with and issuing letters of authority etc, but also responsible for producing some reports as well as eing the clients’ first port of call with any queries or concerns. You do not have to have your diploma in financial planning already as training and support towards this qualification will be given.
You will be working alongside a long-established Advisor who has built up his client portfolio over the last 20 years, and you will be supported by a keen and ambitious team of administrators who will be keen to learn from you. The role will lend itself to a career minded administrator or paraplanner who not only the ability to nurture strong and ongoing relationships with their clients, but one that is also willing to share their knowledge and experience with the junior members of the team.
If you are working within a Private Client Wealth Management role, providing holistic paraplanning support to financial advisors then my client would like to talk to you. If this role sounds of interest, please contact Ryan at Financial Divisions
