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| Job Location | Birmingham |
| Education | Not Mentioned |
| Salary | £30,000 - £37,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
IFA Administrator (Client Management) £30,000 - £37,000 + Hybrid + Pension + 34 Days Holiday + Bonus + Training EdgbastonAre you a Financial Services professional with experience in wealth management looking to join a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications, excellent bonus schemesand 34 days holidayOn offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team.Your role will involve managing the account of 3o-40 clients offering them updates and being a first point of contact. You will conduct early-stage research and general admin. This role would suit someone with experience in a wealth management company looking to join a tight knit business that will offer you a hybrid role with a generous bonus, 34 days holiday and the opportunity to become a technical expert The Role* Managing 30-40 clients * Early-stage research * General admin * Hybrid 2 days at home 3 in office * 8:45-17:00 Monday to Friday The Person* Has worked in a wealth management company * looking for stability * Looking to join a growing companyReference number: 11278Key words: Paraplanner, finance, consultant, dentists, clients, planning.If you are interested in this role, click apply now to forward an up-to-date copy of your CV.We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&Cs, Privacy Policy and Disclaimers which can be found at our website.
Keyskills :
financeconsultantParaplannerclientsplanning.dentists