Financial Planning Admin - Path to Paraplanner/Adviser
Job in
Kingston upon Hull, Hull, East Riding of Yorkshire, HU2, England, UK
Listed on 2026-07-05
Listing for:
TIME Appointments Ltd
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Financial Compliance, Financial Reporting, Financial Analyst, Financial Services
Job Description & How to Apply Below
A Financial Services Company in the United Kingdom is seeking a dedicated financial administration professional to handle client inquiries and support advisers. Responsibilities include managing client records, ensuring compliance in financial planning processes, and supporting paraplanners in document preparation. Applicants must have experience in a financial planning environment and strong organizational skills.
This role offers training support, annual salary reviews, and potential career progression opportunities.
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