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Permanent

Financial Planning Administrator

Skipton
money-bag 27000.00-27000.00 Annual
3088850184
Posted Today

Financial Planning Administrator Location: Skipton Contract: Permanent Salary: £27,000 - £34,000 per annum (dependent on experience) Start Date: Flexible Hybrid Working available Contact: Job Description An exciting opportunity has arisen to join a growing financial planning practice based in Skipton as a Financial Planning Administrator / Trainee Paraplanner. This position would suit someone with experience in wealth management or financial planning administration who is looking to develop their technical knowledge and progress their career within the financial planning profession. The firm is particularly keen to support someone who is motivated to progress through professional qualifications, with exam support provided, and offers a clear pathway for the right person to develop into a Paraplanner and ultimately a Financial Adviser if desired.Key ResponsibilitiesProvide administrative support to Financial PlannersPrepare client meeting packs and documentationProcess new business and manage ongoing servicing requirementsMaintain accurate client records and CRM systemsAssist with research and basic paraplanning tasksSupport preparation of suitability reportsGather financial information and documentation for advice casesCandidateCriteriaPrevious experience within wealth management, financial planning, or an IFA practice (preferably SJP)Motivation and desire to progress within a wealth management/financial advisory environmentStrong organisational skills and attention to detai

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