Financial Planning Administrator

Financial Planning Administrator
Location: Skipton
Contract: Permanent
Salary: £27,000 - £34,000 per annum (dependent on experience)
Start Date: Flexible
*Hybrid Working available*
Contact: greg.waite@servicecare.org.uk

Job Description
An exciting opportunity has arisen to join a growing financial planning practice based in Skipton as a Financial Planning Administrator / Trainee Paraplanner.

This position would suit someone with experience in wealth management or financial planning administration who is looking to develop their technical knowledge and progress their career within the financial planning profession.

The firm is particularly keen to support someone who is motivated to progress through professional qualifications, with exam support provided, and offers a clear pathway for the right person to develop into a Paraplanner and ultimately a Financial Adviser if desired.

Key Responsibilities

• Provide administrative support to Financial Planners
• Prepare client meeting packs and documentation
• Process new business and manage ongoing servicing requirements
• Maintain accurate client records and CRM systems
• Assist with research and basic paraplanning tasks
• Support preparation of suitability reports
• Gather financial information and documentation for advice cases

Candidate Criteria

• Previous experience within wealth management, financial planning, or an IFA practice (preferably SJP)
• Motivation and desire to progress within a wealth management/financial advisory environment
• Strong organisational skills and attention to detail
• A genuine interest in building a long-term career in financial planning
• Excellent relationship building and communication skills.

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.