FINANCIAL PLANNING ADMINISTRATOR (progress to Paraplanning) - Weybridge - To £35 plus...

plus full study support, 25 days holiday, additional Christmas close, PMI, 10% Bonus, extra day for Birthday and prior to RO exams.

My Client with offices based in the Weybridge area has been now operating in excess of 15 years and have built their reputation on providing a very solid Financial Advisory service to their Clients, many of which fall into the HNW Category with assets over £1m to invest.

Opportunity Highlights

** The Admin and Paraplanning team support a team of 10 Advisers

** Clients include City professionals, their families , retirees, accumulators, and small businesses

** The new Financial Planning Assistant will provide client services and back-office administration from start to finish, liaising with providers, processing new business.

** After training you will have the opportunity to work on a hybrid working pattern

** Full study support will be provided towards the CII Level 4 Diploma

** This is an excellent supportive environment providing an excellent work/life balance with a definite route to progress to paraplanner

To discuss this opportunity please contact Camilla Howden.