Junior Paraplanner/ Senior Administrator
Our client is a small financial planners based in Rugby who specialise in providing holistic financial advice to private clients.
They are currently in the market to recruit for a Junior Paraplanner to join their team to provide assistance to both the Advisers and Senior Paraplanners. Candidates should ideally have experience as a Financial Planning Administrator or Junior Paraplanner within a well-established financial planning organisation. Ideally candidates will have experience of Standard Life, AVIVA & AEGON platforms, Intelligent Office system, with some cash flow forecasting knowledge.
You will join the business within a hybrid Senior Administrator and Paraplanning role with gradual progression into an out and out Paraplanner position.
You will be joining a boutique advisory business that are at the very top end of the market.