Financial Planning Administrator

  • Location

    Plymouth, Devon

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2835_1616059778

  • Published:

    about 1 month ago

  • Expiry date:

    2021-04-17

  • Startdate:

    ASAP

  • Consultant:

    #

We are working with a well established and highly respected firm of Financial Planners based in Plymouth who are seeking to recruit an IFA Administrator to join their friendly team.

They are seeking to recruit an administrator to join the business to provide ongoing support to the Paraplanners and Financial Advisers. The business specialise in providing holistic advice and are seeking an individual that has worked within a similar environment. You will be working in a professional team consisting of Paraplanners and Administrators, you will be provided on the job training and will be supported for all market exams.

  • To support the Paraplanners & Financial Advisers
  • Pro actively handle/liaise with clients and 3rd parties by phone, email and post as necessary
  • Support Financial Planner with preparation of client correspondence and meeting notes
  • Set up and maintain client data/files electronically
  • When required, accurately prepare client reports, valuations, quotations paperwork, engagement and recommendation letters

This is a great opportunity to join a well known name in the market where you will be able to develop your knowledge and technical skills. You will be provided full support for market exams, there will be opportunities to progress but most importantly you will be joining a supportive/stable company where you can have an excellent career.