Financial Planning Administrator

  • Location

    Gerrards Cross, Buckinghamshire

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £25000.00 - £35000.00 per annum

  • Contact:

    Jodie Ambridge

  • Contact email:

    j.ambridge@mbfitzgerald.co.uk

  • Job ref:

    BBBH2177_1574240075

  • Published:

    about 1 year ago

  • Expiry date:

    2019-12-20

We are currently working with a Chartered and Top 100 IFA Practice to recruit a Financial Planning Administrator in Gerrards Cross. This vacancy would be ideal for any IFA Administrator or Junior Paraplanner who is now seeking the next step in their career by joining a well established and chartered practice where they can forward their career.

You will be required to provide administration & paraplanning support to a Chartered Financial Adviser who advises a client bank of affluent professionals. Daily duties will include; report writing, research, speaking with clients and professionals, general admin duties etc.

Within this role you will gain lots of exposure to the market and you can expect to progress into a full Paraplanner role within 24-36 months. You will be supported with all exams and development.