Financial Services Administrator
Come and join a growing, successful Wealth Management business as our Financial Services Administrator with a view to progressing to a trainee Paraplanner within 6 to 12 months!Remote Working but must be able to commute to Sheffield for meetings once a month.Progression Opportunity to Trainee Paraplanner (6-12 Months)Are you an experienced Financial Services Administrator looking to join a professional and growing wealth management business where your career can genuinely progress?We are looking for a highly organised and detail-oriented administrator to provide vital support to Financial Advisers and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone already working within Financial Services, Wealth Management, Independent Financial Advice, Pensions or Investments who is looking to take the next step in their career.For the right individual, there is a clear and structured pathway to progress into a Trainee Paraplanner position within 6-12 months, offering the opportunity to further develop technical knowledge and build a long-term career within financial planning.The RoleWorking closely with senior leadership and Financial Advisers, you will be responsible for ensuring the smooth administration of client portfolios and maintaining high standards of service throughout the client journey.Key ResponsibilitiesProviding comprehensive administrative support to Financial AdvisersMaintaining accurate and up-to-date client ..... full job details .....
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