Financial Administrator

Financial Administrator / Junior Paraplanner £25,000 Basic Medical Insurance + Career Progression Do you have a desire for a long-term career in financial services? And some financial services qualifications (or working towards)?Due to continued growth and ongoing success, we are working with a highly respected firm of Financial Advisers who are looking to add a Financial Administrator / Junior Paraplanner to their team. This is a development-focused role, ideal for someone with strong attention to detail, a willingness to learn, and a genuine interest in financial planning and advice.The RoleAs a Financial Administrator / Junior Paraplanner, you will:Review client cases and supporting documentation submitted by Financial AdvisersAssist in the preparation of suitability reports and planning documentationProvide administrative support to Financial Advisers and ParaplannersEnsure all client records are accurate, compliant, and up to dateLiaise with providers and clients where required to obtain outstanding informationSupport the wider advice process to ensure smooth case progressionDevelop technical knowledge with a view to progressing into paraplanningFinancial Administrator / Junior Paraplanner requirements:Some financial services qualifications (or working towards)Strong interest in financial planning and long-term career development within the industryExcellent attention to detail and organisational skillsStrong communication and customer service skillsProactive, ..... full job details .....