Junior Paraplanner/senior Ifa Administrator - Maidstone, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
Maidstone, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

award-winning mentoring/upskilling programme for all staff


My client is a wealth management firm based in Maidstone who are now in their second decade of operation supporting local families and retirees.

They take pride in their support of both their clients and employees and have built a brilliant reputation resultingin referrals and recommendations.

Due to their success, they are looking to recruit an additional person to focus on Paraplanning and IFA Admin support

Opportunity Highlights

  • This is an amazing opportunity to join a firm which will support your career development to achieve your personal goals
  • Award winning mentoring scheme with full study support ( RO exams) and relevant workshops to increase your technical knowledge
  • Clients are both HNW and UHNW
  • Advisers support local families and retirees
  • Advice provided is across whole of market
  • Business focus across pensions, investments, retirement, personal & business insurance, VCT, IHT and Power of Attorney, Wills & Trusts
Hybrid role of paraplanning and some administration ( drafting suitability reports and post client review administration)

  • Hybrid working after probation ( 2 days from home)
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