In my opinion is a highly experienced and focussed professional who has worked within a support role for a number of years. This candidate has experience supporting Financial Advisors who specialise in a range of financial services products including pensions and retirement, protection, drawdown, ISAs etc. During their time with current employer this candidate has been keen to take on more and more responsibility and now seeks a role within a small business where they can really make a difference.
A strong administrator with a sound knowledge of financial products. Currently supporting 10 independent financial advisors. Has long term ambitions to become a paraplanner and seeks a role where they can progress and make a strong impact on the business.
If your business could benefit from an experienced administrator with excellent financial services experience or if you are looking for a trainee paralanner please contact me urgently.