Financial Planning Administrator/Paraplanner

We are currently recruiting for a leading independent provider of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations. With 13 offices in the UK and Ireland, 1,600 people and an international capability in over 100 countries, our aim is to provide an innovative global service.

Job description

Purpose of role:

To provide administrative and planning support to nominated Financial Planners, Associate Directors and Partners. This is a non-advisory role.

Key responsibilities:

Accurate Record Keeping