Financial Planning Administrator

Overview

Artemis Human Capital are pleased to be exclusively partnering with a dynamic & growing IFA
. This is a newly created position with the team due to continued business success & growth
. This is an exciting & career defining opportunity for a junior financial planning professional to join a reputable & experienced local team
, this role will provide genuine opportunity for progression & development
, as well as offering an enhanced benefits package to the successful candidate.

The Job…

Working closely with the firm’s financial planning & client servicing teams, you will be involved across the following areas:

• Supporting the advice & paraplanning teams in providing clients with their strategic financial plans, providing financial & investment analysis & projections, and tax & estate planning & contingency advice.
• Supporting the team in client portfolio management & processing on the firm’s investment platforms.
• Undertake administrative responsibilities including- excel analysis, database updating, file scanning etc.

The Ideal Candidate…

To be considered for this opportunity, you will ideally possess the following attributes:

• A minimum of 1 years’ experience working within an IFA or relevant work environment.
• Degree in Finance or Investment Management (or another related subject).
• Strong working knowledge of Microsoft Office packages.
• Excellent communication & organisational skills.
• Passionate about pursuing a career within financial planning.

Benefits & Remuneration…

Our client has put together an excellent & highly-competitive package for the successful candidate, this includes:

• A market leading salary of up to £30,000 per annum
  (DOE).
• Hybrid & flexible
  working model.
• Early Friday finish time.
• Enhanced wider benefits package, which includes enhanced parental leave
  &
  enhanced employer pension contribution
  .
• Fantastic company culture
  .
• Study support
  for any relevant exams or qualification you may wish to pursue (or are currently pursuing).
• Genuine scope for career progression
  &
  professional development
  .

For more information about this exciting opportunity, contact Beth Gault at Artemis Human Capital, or alternatively click ‘Apply’.

Tagged as:
Financial Planning, Financial Services, IFA