Position: Financial Planning Administrator Job Ref: 59571 Location: SALE Salary: £18,000 - £25,000 The Client The opportunity for a financial planning administrator to join a well-established financial services practice which provides a highly personalised financial planning and investment management service.
The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful financial planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.
What’s needed to be considered? In order to be considered for this unique opportunity, candidates need to have – •
Previous experience within a financial planning or insurance role
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Professional communication manner, both written and verbally
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Any financial services qualifications are desired
Position: Technical Paraplanner Job Ref: 59600 Location: PONTYPRIDD Salary: £30,000 - £45,000 The Client There is a fantastic opportunity here to for a successful Technical Paraplanner to join an award winning practice, in the beautiful area of Pontypridd. Our Client is a growing practice with a fantastic industry name, whom focus on providing a highly personalised financial planning service, ensuring the Client is at the heart of everything they do.
The Opportunity During a period of key expansion, our client is looking for a technical Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mold the perfect opportunity around each person’s specific skill set, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment with a great office atmosphere, where progression is strongly supported. For the right candidate, there is the chance here to gain CF30 sign off, and attend a number of Client Meetings, with the exciting opportunity of transitioning in to Financial Advice yourself one day…
What’s needed to be considered? In order to be considered for this unique opportunity, candidates need to have – • Minimum Level 4 Diploma qualified and working towards Chartered status • Previous experience within a fast-paced IFA Practice • High level of analytical capability and good communication skills • Good Pensions & Investments product knowledge
