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Nigel James Associates are collaborating with a national financial planning company to help them find a Senior Financial Planning Administrator/Report Writer to join their West Midlands team. Our client is seeking someone to provide support to the Financial Planners within their team by taking responsibility for administrative and paraplanning duties. This role may suit an Administrator who has had exposure to paraplanning duties or a Paraplanner who is happy to also do administrative duties in a combined role.
In order to be considered for this role you must have had prior experience in a similar position within a financial planning company and be able to draft and amend suitability reports. You must also have excellent communication skills and be able to provide dedicated administration support to the Financial Planners to maintain the client centric approach they take when providing financial advice.
Our client has grown their support and adviser team recently and are keen to add an additional member to their West Midlands office to complete the team. For this particular hire they are looking for someone who is happy to continue in this role rather than using it as a stepping stone to advising. They offer a fantastic culture, competitive salary and corporate benefits.
If you would like to be considered for this role then please apply below
