Financial Planning Administrator

  • Location

    Bath, Somerset

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £18000.00 - £23000.00 per annum + Bonus and Benefits

  • Contact:

    Callum Danaher

  • Contact email:

    cdanaher@mbfitzgerald.co.uk

  • Job ref:

    BBBH1466_1557741146

  • Published:

    over 1 year ago

  • Expiry date:

    2019-06-12

A leading Chartered Financial Planners based in Bath currently has a requirement for an experienced IFA Support Administrator. The business is growing quickly and they are now one of the largest IFA practices in the South-West and as such there will be plenty of opportunities to progress.

As a Chartered Practice, it is of great importance that their staff are qualified to the highest standards so you will be provided with support to study for the Diploma Financial Planning and beyond. You will also be offered regular training to make sure that you can provide excellent support to their Advisers.

Your responsibility will be to support the Financial Planners and tasks will include; Processing business, updating the database, liaising with providers, preparation of client review profiles and general office administration.