financial analyst London, England
Job description
Recruiting: Financial Administrator / Trainee Paraplanner
Company: Phare Financial Services
Salary: Competitive plus company bonus scheme
Location: London
We’re looking for a positive, driven, and tenacious individual to join our successful financial planning and investment business. We have a caring and fun environment, and we want a financial administrator /junior paraplanner who can help our business thrive.
This is a key appointment for the firm as we’re looking to grow our loyal and valued team.
Development through to paraplanner is also eventually an option within this company, and full study support will be provided.
It’s a fantastic opportunity for anyone who either currently thoroughly enjoys a varied technical role and is looking for progression prospects, or anyone looking to advance their IFA Admin skill set, and that would enjoy working closely with advisers in this way.
Desirable experience
Experience within an IFA Administration role is essential.
If you are seeking a challenging IFA administration role within a successful, supportive team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Key duties:
· Dealing with the administration, new business processing and meeting preparation
· Prepare client information for the Consultant for client reviews
· Build strong and professional relationships with clients
· Proactively develop client based to assist the Consultant
· Provide technical assistance to other team members
· Drafting of suitability letters
· Ensure client information is fully updated on the back office system (Salesforce), including the creation and updating of fact find, preparing valuations and obtaining quotations, undertaking portfolio transactions, liaising with providers, resolving admin-based queries from clients and filing.
What we offer:
- Opportunities for career progression and supported training programs
- 30 days holiday including bank holidays.
- Additional 0.5-day holiday per year of service up to 33 days holiday including bank holidays.
- Enrolment into the One Consultancy Group Employee Bonus Scheme
- Inclusion into all expenses annual group AGM
- Company pension scheme
- Monthly social events – lunches, dinners and social activities
About Phare
Part of the One Consultancy Group of Companies, Phare Financial Services is the financial services arm of a specialist multi-disciplinary consultancy that helps property investors and portfolio landlords maximise the commercial benefits of building, running, and growing a recognised professional property business.
First and foremost, we pride ourselves on providing clients with proper thought-out business advice.
This necessitates an all-around service – which includes business consultancy, legal advice, financial advice, and tax advice.
Job Types: Full-time, Permanent
Salary: £28,500.00-£35,000.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Profit sharing
- Referral programme
Schedule:
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Work Location: In person
