Financial Planning Administrator

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'.

Skills:

Financial Planning Financial Services IFA