Financial Planning Administrator
4 weeks ago
The opportunity for a IFA Administrator to join a well-established Chartered Financial Services Practice which provides a highly personalised financial planning service.
The Opportunity
During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.
- Liaise with product providers.
- Assist advisers in managing their client reviews and the production of Portfolio Reports.
- Attend internal and external meetings as and when required.
What’s needed to be considered
- Previous experience with IO are desired
- Any Financial Services qualifications are desired
**Benefits**:
- A very competitive salary and benefits package
- Progression within the role, the client pride themselves in providing personal training programmes as well as paying for training and exams.
- The opportunity to work closely with chartered financial planners and a rapidly growing practice.
What’s next?
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
LI-JM1
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