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Financial Planning Administrator

2 months ago

Suffolk, United Kingdom Pure Resourcing Solutions Limited Full time

Our client is an award winning financial services organisation based in Bury St Edmunds, and as part of their continued success they are looking to recruit a qualified and experienced Financial Planning Administrator. The successful candidate will receive a competitive salary, great benefits and hybrid working.To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings
Progressing towards the Diploma in Financial Plannin
Knowledge or providing accurate and timely financial services administrative support
Knowledge of pensions and investments
This would suit someone who has worked in a similar role, either as a Trainee paraplanner or alternatively as a more senior support person in a similar environment.