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Job Location | Droitwich |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
We are working closely with an expanding IFA practice with offices across Gloucester and Droitwich.The ideal candidate will have experience of working within a financial planning firm, and ideally have used the back office system IO/Intelligent Office! This role will see you working closely with the financial planners, and Paraplanners as the firm operates in a pod structure. This means you will get full exposure to the full financial planning process and be given the opportunity to really get involved withthe clients journey from start to finish. This role would suit someone who enjoys mentoring and supervising junior members of staff (or would like to be involved in this element) This is a business that prides themselves on training and development so if this is something of interest you can be involved! Duties include but are not limited to: