Competitive depend on level of experience
04 Jan 2018
18 Jan 2018
Ben Gooch
Contract Type
Full Time
JOB TITLE:  Administrator
SALARY & BENEFITS:  Competitive depend on level of experience
WORKING HOURS: Full or Part time
THE COMPANY: Our client based in Thame are a well established and successful family owned wealth management firm who provide a wide range of independent financial planning services to Retirees, successful Employees and Business Owners. A position has arisen for an Administrator to join the team ether on a Full or Part time basis.
THE ROLE: The role of Administrator is a role that would vary depending on the candidates level of experience. You will assist the Financial Advisers in the preparation of cases for their clients.
The Administrator would be responsible for all administrative duties within the business with the opportunity to progress into a paraplanner role.
This role is open to both experienced Paraplanners and Administrators from a financial service background. There is also the option of taking on a Paraplanner and an Administrator.
THE CANDIDATE: Applications are welcomed from experienced Paraplanners and also Administrators with experience in financial services. Those with experience of working closely with Financial Advisers would be highly advantageous.
Key experience essential for the role:
·Experienced Paraplanner or experienced Administrator (in a financial services setting)
·Live within a computable distance of Thame
·Qualifications in financial services desirable but not essential
·Happy to undertake any relevant training required
Does this sound like you? If yes then please hit the apply now button.
You will then be sent to an online questionnaire to support your CV and application, please fill in the details and we will be in touch to advise you of the next steps.