Financial Planning Administrator

3 days ago


Trowbridge, Wiltshire, United Kingdom mbf. Full time
About the Role

We are seeking a highly skilled IFA Administrator to join our dynamic team at a highly successful Independent Financial Planning firm in Trowbridge.

Key Responsibilities
  • Provide technical admin support to Senior Paraplanners and Financial Advisers on a daily basis.
  • Engage with valued clients, liaising with insurance providers to ensure smooth operations.
  • Collaborate closely with Paraplanners on technical matters, providing comprehensive sales support.
  • Ensure the smooth operation of online systems, providing administrative support to the team.
What We Offer

Our client is committed to your professional growth and success, providing comprehensive training and support to pursue further qualifications.

With excellent prospects for progression within the business, you will have the opportunity to take your career to the next level in a leading name in the financial planning market.

A competitive basic salary of up to £30,000 + bonus and strong company benefits make this an attractive opportunity for confident and ambitious individuals.



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