Financial Planning Administrator

2 weeks ago


Fleet, United Kingdom Ortus PSR Full time

This is a great opportunity for someone who is looking to get into the Wealth Management industry to join a national IFA firm. You will be joining a full service wealth management house who provide a personal, independent and bespoke wealth management serviceto high net worth clients.The company are very much a ‘new model’ financial services business operating across both retail and corporate sectors.

**Responsibilities**:

- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and third parties, to obtain any information that may be needed

**Skills**:

- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired



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