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Financial Planner Support

  • Shortlist
Location Reading , Berkshire
Workplace Hybrid
Sector Financial Services
Salary £20,000 - £28,000 Per Annum
Type Permanent
Consultant Lucy Warman
Ref 72445

A well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients.

There is a great community feel here throughout the company, with a very friendly but professional working environment.

This is a fantastic position for a Financial Planning Support professional to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.

Benefits: Hybrid working, salary up to £28,000, 25 days plus bank holidays, 5% pension contribution, lots of time off around festive period and MyChoice- offers the chance of family members to have life insurance

What’s needed for me to be considered?

  • Knowledge and understanding of the FCA regulations
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude

What's next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.              

Job Synonyms: IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support #LI-LW1 #LI-hybrid