Client Services Administrator (pathway to Financial Planner)

Financial Divisions; Devon and Torbay; Híbrido; GBP 45 000 - 55 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Private Medical Insurance

Income Protection

Life Assurance

Health Cash Plan

Private GP service

Employee Assistance Programme

Employer pension contribution of 6%

Training & development

Resumo da oferta

Financial Divisions is offering a Financial Administrator role with an immediate pathway to Financial Planner. Full training provided, with mentoring and study support toward Level 4 Diploma and Advanced Diploma. Expect salary up to £50k with a strong bonus, plus hybrid/flexible working and a generous benefits package.

You'll join a Chartered Independent Financial Planning firm, gaining exposure to an established client book and a clear progression into advisory role within 18–24 months.

Qualificações

• Paraplanner with desire to move into financial advice.
• Trainee Adviser seeking progression.
• Financial Administrator with suitability report writing exposure.
• Working toward Level 4 Diploma with study support provided.

Responsabilidades

• Assist with suitability reporting and financial planning processes.
• Support financial planners with client administration and document preparation.

Conhecimentos

Paraplanner

Financial planning

Report writing

Trainee adviser

Formação académica

Level 4 Diploma in Financial Planning

Advanced Diploma in Financial Planning

Descrição da oferta de emprego

Financial Administrator (immediate pathway to Financial Planner) – Full Training Provided

Salary to £50k + Excellent Bonus + Hybrid/Flexible Working

An excellent opportunity to join a well-established and growing Chartered Independent Financial Planning firm offering a clear pathway into a financial advisory role.

Our client is open to speaking with Paraplanners looking to move into advice, Trainee Financial Planners seeking their next step, or Financial Administrators with some suitability report writing exposure who are partway through completing their Level 4 Diploma in Financial Planning.

You’ll receive full training, mentoring and ongoing support to help you develop into a Financial Planner. The firm provides holistic financial planning advice and has invested heavily in technology and support, allowing advisers to focus on clients rather than administration.

What's on Offer

• Salary up to £50k DOE
• Excellent bonus structure
• Exposure to an established client book
• Clear progression into a Financial Planner role within 18 – 24 months
• Full study support towards your Level 4 Diploma and Advanced Diploma
• Hybrid and flexible working
• Private Medical Insurance, Income Protection and Life Assurance
• Health Cash Plan, Private GP service and Employee Assistance Programme
• Employer pension contribution of 6%
• Supportive culture with excellent training and development

Who They're Looking For

• Experienced Paraplanner looking to move into advice
• Trainee Adviser seeking further progression
• Financial Administrator with suitability report writing exposure
• Someone working towards their Level 4 Diploma (don’t worry if you haven’t yet completed all exams, as support is provided)
• Someone with a genuine interest in financial planning and a desire to develop long term

This is a fantastic opportunity to join a supportive independent financial planning firm offering a genuine route into financial advice, with the training needed to succeed, as well as exposure to an established client book as you work towards an advisory role.