Vacancies

Two exciting opportunities exist within our financial advisory and wealth management company. In both cases, we are looking for bright, intelligent, articulate individuals with integrity to support the expansion of this growing professional advisory business from its base in Sidcup. The full-time candidates will be given every opportunity to train and progress within the firm. No previous relevant experience necessary:

Trainee Para-Planner (Salary + bonus + career progression)

  • A para-planner would understand some of the more technical issues involved in pensions, tax and other financial planning areas.
  • They would provide support to the firm’s main financial advisers getting to meet clients of the firm and liaising with those clients via the adviser.
  • All training will be provided in house and by funding study guides to promote learning and achievement of Level 4 qualifications.
  • Potential to move into front line advisory role through training and gaining qualifications.

Key requirements:

  • Good level of spoken and written English.
  • Good head for numbers.
  • Attention to detail.
  • Highest levels of integrity.
  • Good working knowledge of Microsoft Office suite.

Junior Office Administrator (Salary + bonus + career progression)

  • Someone to help in all aspects of the smooth running of the office.
  • Likely to include:
    • Simple data entry.
    • Printing, collating, binding, shredding, post.
    • Other computer based work and telephone work.
    • Meeting and greeting clients.
    • Potential to move into trainee para-planner role as career path opportunity.
    • Training and support available in all aspects of the work.

Key requirements:

  • Good level of spoken and written English.
  • Good head for numbers.
  • Attention to detail.
  • Highest levels of integrity.