Financial Planning Administrator

Our client, a professional, well-established firm of Financial Planners based in Exeter currently require an experienced Financial Planning Administrator to join their company, supporting the Financial Advisers and Paraplanners.

The role will be working on a one-to-one basis with a Senior Financial Planner, providing a full administrative support service. The duties will be varied, involving everything from diary management, meeting preparation and making travel arrangements to processing business, maintaining the company database or liaising with external Providers, Paraplanning and Compliance companies.

Candidates must have previous experience of working within an IFA or Wealth Management Practice. You should have a good, working knowledge of Pensions and Investments. You should be highly organised, self-motivated and must be a strong communicator (both written English and verbal). Candidates who have progressed towards the Diploma Financial Planning will be at an advantage but this is not essential.