Moor Independent Financial Advisers Okehampton, England, United Kingdom
4 days ago Be among the first 25 applicants
CEO, Moor Independent Financial Advisers
Your primary responsibilities will include:
1. Assisting in the preparation of suitability reports
2. Providing technical support to Financial Planners and clients
3. Supporting the team with ongoing client servicing and administration
4. Gaining exposure to complex financial planning cases
5. Building your technical knowledge and progressing towards a Paraplanner role
This position is ideal for someone with a strong foundation in financial services and a passion for progressing in the financial planning profession.
RO1 or higher required. Administrator experience and a commitment to the industry preferred. Adaptable, willing, team player. Long-term role with genuine progression opportunities.
This is a unique opportunity to join a prestigious and growing firm where you may develop your own career in financial planning. If you are a motivated and ambitious individual with a solid understanding of financial services and a desire to progress into a Paraplanner role, we would love to hear from you.
Seniority level
Internship
Employment type
Full-time
Job function
Finance and Sales
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