A highly successful boutique IFA firm based near Liverpool Street station are looking to recruit a Senior Financial Services Administrator / Paraplanner to support with report writing, research and processing of client records.
Due to exponential growth and client retention, this business have two open vacancies for candidates with experience at a comparable business.
The ideal candidate:
- Possesses recent and extensive experience, working at an Indepedent Financial Planning business, processing new business and producing client packs
- Able to navigate systems such as Adviser Office/Intelligent Office and use platforms and wraps to obtain quotations
- It is essential the successful candidate has experience of writing suitability reports
- Must be committed to their own career progression and have demonstrated this through professional study
- Supportive of further study with financial incentives for passing examinations
- An expanding client base and opportunities for progression
- Strong staff retention due to an exceptionally supportive culture and outstanding employee benefits
If you have experience as listed above, please apply for this role, and all successful applicants will be contacted within 2 weeks of application.