Paraplanner, Finance Administrator (Small Business)

Paraplanner, Finance Administrator (Small Business)

Weston-Super-Mare

35,000 to 45,000 + Company Bonus + Training + Study Support + Company Benefits + Pension

Are you a Paraplanner, or part-qualified eager to advance your career with study support in a highly respected and well-established wealth management firm that offers real long-term growth opportunities?

Do you want to join a growing business that will develop your career and offer excellent benefits such as full study support and be trained in a tight-knit team of industry experts?

On offer is the opportunity to join an established, reputable, and growing wealth management business that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard-working environment.

In this role you will assist the financial advisers. This will involve; data entry, submitting applications, drafting suitability reports, conducting research, and client administration. They will also support you with gaining any exams you may want to sit after a probationary period.

The ideal candidate will have experience in suitability report writing, pensions, ISA, trusts, mortgage protection and investments and working closely as a team and closely with the advisors.

THE ROLE:

* Providing paraplanning and administration support for advisors
* Provide suitability reports and administration for the financial advisors.
* Attend client meetings to ensure client requirements are met.

THE PERSON:

* Junior Paraplanner part qualified.
* Commutable distance to Weston-Super-Mare

Key words: Administrator, Paraplanner, financial advisory, administration, clients, part qualified, Weston-Super-Mare, Bridgwater, Taunton,

Reference Number: 18555

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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