A national Investment Management and Financial Planning firm are currently seeking to recruit a Financial Planning Administrator to join their Wealth Management division. The client is an award winning, highly respected business that provide services to clients throughout the UK. They have a number of offices across the UK, this role will be to work out of their offices based close to Fareham - with some home working.
Their requirement is for a Financial Planning Administrator to work alongside the Paraplanners to help provide an exceptional service to the firms clients and Financial Advisers. You will be responsible for full administration; therefore you must have experience within a similar role. You will ideally be studying for the Diploma in Financial Planning and will have a couple of relevant exams.
The client is offering a highly competitive basic salary plus bonus and excellent benefits including a generous holiday allowance. You will be given full training, support and help with market exams.