Financial Planning Administrator

  • Location

    Cheltenham, Gloucestershire

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + Excellent Bonus + Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH1733_1559121629

  • Published:

    over 1 year ago

  • Expiry date:

    2019-06-28

  • Startdate:

    ASAP

  • Consultant:

    #

One of the UKs largest and most successful Investment Management and Financial Planning businesses currently have the requirement for a Financial Planning Administrator to join their team in Cheltenham. Our client are one of the best names in the market, they are a highly reputable business that have a national presence. They are seeking to recruit an additional Administrator to join the existing team, the role will be to provide full support to the firms Paraplanners and Senior Financial Consultants.

As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to UHNW and HNW private clients. To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market. You will ideally have two years experience working within either a Wealth Management or IFA environment.

The company are well known for providing first class training and development, you will be working alongside a friendly and highly qualified team that will provide you with support from day one. You will be given full support for market exams and will be given opportunities to progress within the company.