Financial Services Administrator
2 weeks ago
We are seeking an experienced Financial Planning Administrator to join our boutique financial planning firm in the West Midlands.
Key Responsibilities:
* Provide administrative support to our financial planning team
* Assist with the preparation of financial plans and reports
* Develop and maintain knowledge of financial planning products and services
* Collaborate with colleagues to achieve team goals
Requirements:
* Minimum 1 year experience in a financial planning or wealth management firm
* Experience using Salesforce is desirable
* Ambitious and keen to learn and develop financial planning knowledge
What We Offer:
* Exam support
* Private health care
* Health insurance
* Free parking
* Breakfast and an early finish on Fridays
If you are a motivated and organized individual with a passion for financial planning, please apply.
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