Financial Planning Administration Manager

  • Location

    Merthyr Tydfil, Wales

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £45000 per annum + Bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2409_1582818616

  • Published:

    7 months ago

  • Expiry date:

    2020-03-28

  • Startdate:

    ASAP

  • Consultant:

    #

A growing Financial Planning practice have the requirement for a Manager to join their team. The business is seeking to recruit an experienced individual who can head up the Paraplanning and support functions.

The role will be to lead and manage these teams, responsible for allocating work, liaising with Financial Advisers and clients to ensure a high level of service is being provided. Ideally you will be working within a similar position, however the client will also consider someone that is looking to take the next step in their career.

The client is offering a competitive basic salary + bonus and additional benefits. This is a great opportunity to join a growing and modern financial planning business.