Financial Services Administrator
4 days ago
Company Overview
We are a well-established Financial Planning firm that offers an excellent working environment where you are well looked after and valued.
Our firm has been trading since 2010, providing top-notch services to our clients. We are seeking an experienced Administrator with a strong background in an IFA Practice setting to join our friendly group of existing staff.
Job DescriptionThis is a key role to provide a first-class proactive support service to the Advisers and clients. Working closely with the Advisers, Directors, and Paraplanners, you will be responsible for ensuring the client always receives the highest level of service.
You will be expected to arrange plans and investments as recommended by the Advisers and provide administrative and technical support to enable them to advise their clients accordingly, ensuring compliance and regulatory requirements are adhered to.
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