Financial Planning Administrator

  • Location

    Exeter, Devon

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £23000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2030_1578388696

  • Published:

    9 months ago

  • Expiry date:

    2020-02-06

  • Startdate:

    ASAP

  • Consultant:

    #

An established and highly respected firm of Accountants currently seek to recruit a Financial Planning Administrator to join their Wealth Management division.

The firm are well known in the industry and have a number of offices across the South West. Their Financial Planning division is highly successful and has grown over the past 4 years. Due to the period of organic growth they are now seeking to recruit an additional Administrator to join their team in Exeter.

They are seeking to recruit an experienced Financial Planning Administrator to work within the support team. The focus of this role is to provide holistic support to the firms Paraplanners and Financial Advisers, you will be a vital part of the advice process from start to finish. You will ideally have two years experience within a Financial Planning environment and any market exams would be considered advantageous.

The client is offering a competitive basic salary, first class training and support. They are well known for progressing their staff within the business and helping with all market exams.