Financial Adviser Administrator

Job Title - Financial Adviser Administrator

Location - Grantham

Salary - £20,000 - £25,000

The Company

Our client is a growing Financial Planning practice that offer a tailored approach to their clients with a real focus on making their clienteles money work for them. Working with both private individuals and corporate clients they have a strong technical knowledge across the board of services.

The firm is backed by one of the UK’s largest wealth manager and therefore there is some great internal progression routes within the firm. Developing their staff into experienced individuals is at the core of their values so you can expect to be learning every day.

The Role

With a comprehensive training structure in place, you will be quickly become a knowledgeable professional, providing paraplanning support to the advisers of the business

Due to the broad range of services our client provides, you will initially be part of the client services team get a sound understanding of the back-office support that is required alongside the advice process.

To partner with the day-to-day information you will be learning, you will also study towards the Diploma in Financial Planning, with support from the experienced colleagues within the company.

The Required Skills

• Working towards the Level 4 Diploma in Financial Planning or other related professional qualifications
• Experience working within a Wealth Management/Financial Planning Firm
• Professional, ambitious, and capable of managing workload in a busy work environment
• Excellent communication skills