Developing Careers for Office Staff

Working closely with the Head Paraplanner and Operations Manager, you’ll play a key role in supporting both clients and the smooth running of the business. This is a fantastic opportunity to build your career within a supportive and ambitious firm, with full training provided.

What You’ll Be Doing

• Supporting client onboarding and ongoing client care

• Maintaining accurate client records and managing the CRM system

• Processing client requests, including withdrawals

• Assisting with tax returns and client portal management

• Handling office administration and supporting daily operations

• Supporting compliance and regulatory requirements

What We’re Looking For

• Experience within an IFA or financial services environment

• Highly organised with strong attention to detail

• A team player with a proactive, can-do attitude

• Able to manage tasks independently and work efficiently

What You’ll Get

• Annual bonus

• Private medical & travel insurance

• Gym membership (Virgin Active or PureGym)

• £600 annual exam allowance

• Pension contributions

• Hybrid working – 2 days from home

Why Apply?

Be part of a growing firm where your work truly makes an impact. You’ll gain valuable experience, develop your skills, and be supported every step of the way.