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Financial Services Administrator/Trainee Paraplanner

Location: Taunton, UK
Salary: Competitive
Ref: AWF188
Date posted: 5th February 2020
Closing date: 1st April 2020

My Client are a successful and growing Financial Planning business and are looking for an Administrator to join their small team. The main purpose of this role is to assist the Advisors and Paraplanner with general administration and client support. The successful candidate will have a strong client service focus and continue to promote the business in a good light. They are ideally looking for someone who has experience working within an IFA business but will consider candidates who have started their CII qualifications with a view to progressing towards becoming a paraplanner. Study support will be offered for the right candidate

The successful candidate will have previous experience working within Financial Services Administration and ideally have (or be working towards) a CII qualification in Financial Planning. My client is offering a competitive salary and also provide internal, on the job training and can offer opportunities to progress.


If you have the skills and experience stated, please apply NOW!

Due to high volumes of applications we are unfortunately, unable to respond to everyone. Therefore, if you have not heard from us within 3 working days please deem your application unsuccessful.


Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us.


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Ali Willox

Recruitment Consultant - Office Division
01392 413577

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