Client Services Administrator; pathway to Financial Planner
Location: Devon and Torbay
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
- 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.
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