My client, who were established over two decades ago are looking for a Financial Administration professional to join their already thriving team.
This is a brand new position to assist their growing Adviser team; you will ideally be either level four qualified or on the way, you may be extremely experienced in IFA administration. My client is looking for the right person first and foremost.
The role is full-time, permanent and office based, this is a fantastic opportunity to join a local independent financial planning firm based in central King’s Lynn.
This role is an excellent opportunity, encouragement is given where desired and the chance to become an Adviser one day is available as well as achieving chartered status.
As Chartered Financial Planners, my client provides tailored solutions to new and existing clients, across a broad range of advice areas. My clients Advisers are supported by their existing paraplanning and admin team. With an excellent local reputation, they work closely with many other professionals (accountants and solicitors) in the local area.
The successful candidate will have some experience in Financial Services and be keen to join an established firm.
As part of a small professional team delivering a high quality of service, main tasks will involve supporting the firm’s financial planners with risk profiling, plan/fund research, suitability/review report writing with some client interaction.
A competitive remuneration package is available to suit qualifications and experience in line with the market rate.
My client will cover exam costs and encourage your personal development also allowing half days of study.
Holiday 25 days + BH
Office hours 9-5, Mon-Fri