Job Description
Role - Paraplanner/ Senior Administrator
Salary - £45,000
Location - London
This is a brilliant opportunity for a technical and professional individual to take on a new role within a well established Financial Planning firm.
The ideal candidate will have:
Hold certificate in or working towards relevant financial planning qualification A good understanding of the financial planning processes Able to work within defined business processes Strong report writing ability and experience Ability to achieve agreed outcomes without supervision Confident customer facing manner Ability to carry out needs analysis and make recommendations to Adviser Good all round financial services experience - ideally gained with an IFA IT aptitude Flexibility and tenacity Understanding of general compliance and FCA req...