IFA Administrator/Wealth Planning Administrator - quick progression into Junior Paraplanner
Location: Cambridge (with 2 days from home and one day per week in Stansted Mountfitchet office)
Salary: £30,000 - £37,000
*Are you a Wealth Planning Administrator, now looking to progress into a Paraplanner or Adviser?
We’re hiring on behalf of one of our well established clients, a boutique, Chartered, Independent Financial Advisor (IFA) Currently standing at around 25 employees, and steadily expanding due to continued growth of client bank.
The company specialise in ultra-high-net-worth clients, and pride themselves on their truly holistic approach to financial planning . A role here is a fantastic opportunity to really develop technical skills
They are now looking for an Administrator to join them, and one that is keen to quickly progress through to Paraplanning - with full support in place to achieve this and go beyond this through to Adviser as well.
Why this role?
Career Progression & Exam Support
Looking for personal development? Our client offers a clear progression structure through to either Paraplanner or Adviser
You’ll also be mentored by experienced professionals, ensuring that you continue to grow and develop
Full exam support and pay rises for exams achieved in place.
Key Requirements:
*Experience in financial services or wealth management administration
*Strong organisational skills and keen attention to detail
*A proactive and motivated mindset, committed to excellent client service
*Ability to manage workloads effectively and work independently
Details:
*Hybrid working options with Monday and Friday from home if desired.
*Comprehensive exam and study support
*Career progression in a growing firm
*A chance to work with high-calibre clients and a supportive team environment
*Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.
If you’re ready to join a firm that invests in your future. Apply now!