Financial Administrator/ Junior Paraplanner-Boutique IFA firm-£35k - £40k - Watford plus...

Full study support package + Benefits

My client is an independent wealth planning firm in Southampton, providing whole-of-market financial advice to a diverse clientele spanning Hampshire, Surrey, Sussex, Kent, and London. Managing over £200m of clients' assets, they specialise in pensions, investments, tax planning, cash flow modelling, retirement planning, and personal and business protections, including esoteric schemes like VTC & EIS schemes. With a strong emphasis on intergenerational wealth planning, we work closely with families to preserve their financial legacies. Committed to community engagement, we actively participate in local events and support the wider community.

Due to organic growth, the Managing Director is creating a new role for a Financial Administrator/Junior Paraplanner to join their Hampshire office, supporting two Chartered Financial Advisers. In this role, you'll attend meetings with the Advisers and serve as their primary resource for report writing. We're seeking a Career Financial Administrator/Junior Paraplanner, or a candidate with a long-term focus on this role, ideally diploma qualified and experienced in research, analysis, and report writing. Cultural fit is paramount, so a positive attitude and a dedication to learning and contributing to our growth are essential.

Full study support package towards Chartered status

Benefits: pension, death in service cover, income protection

If you're interested in this role or any other opportunities we're offering, please contact Sam Negbenebor