Job Description
We are excited to present a unique opportunity for an experienced administrator to join a Chartered Financial Planning firm as a Trainee Paraplanner. If you are a meticulous administrator with a passion for streamlining processes and are looking to take the next step in your career, this role could be the one for you!
What You'll Be Doing:
* General administration, including new business, client liaison, preparing packs and documents, and managing applications.
* Working closely with the wider team to ensure smooth workflow.
* Streamlining processes and identifying improvements to enhance efficiency and service quality.
What You Need to Apply:
* Experience as an administrator or paraplanner, with an understanding of the exacting nature of this industry.
* A strong desire to build your professional career in financial services.
* Drive and tenacity to succeed.
* An openness to IT development and digital marketing; already familiar with Office programs, particularly Excel and Word.
* A team-player mentality, with the ability to work independently and take initiative, while recognizing that social activities are an essential part of teamwork.
What's In It for You?
* Salary between £25,000 - £30,000 plus benefits.
* Generous holiday allowance.
* Employer pension contribution.
* Hybrid working available after successful completion of probation.
* Full exam funding up to Chartered status.
* Progression towards Paraplanning fully supported.
What next?
Hit apply or contact Eloise directly!