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’.