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Senior Financial Planning Administrator
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Senior Financial Planning Administrator
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Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key ResponsibilitiesProvide administrative...
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Senior Financial Planning Administrator
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Financial Planning Administrator
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Bristol, United Kingdom Harold Stephens Full timeHarold Stephens is an established IFA firm helping retiree clients predominantly local to our office on the High Street in Westbury on Trym. Our entrepreneurial Director, Richard Higgs is a Chartered Financial Planner with over 20 years’ experience, and he is currently seeking to take on a full-time financial planning administrator (on-site) due to our...
Financial Planning Administrator
3 months ago
My client are a well established Financial Planning practice based in North Bristol and are currently looking to recruit a Financial Services Administrator to join their long-standing workforce.
The Role:
- To support the Financial Planners and Paraplanners with day-to-day administrative tasks including:
- Processing letters of authority.
- Compiling enclosures for reports such as illustrations, key feature...
