Financial Planning Administrator

  • Location


  • Sector:

    Financial Services, Financial Planning

  • Job type:


  • Salary:


  • Contact:

    Thomas Williams

  • Contact email:

  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


We are working with a fully Independent Financial Planners based in Cardiff who are currently in the market to recruit a Financial Planning Administrator to join their friendly team.

They are seeking to recruit an administrator to join the business to provide ongoing support to the Paraplanners and Financial Advisers. The business specialise in providing holistic advice and are seeking an individual that has worked within a similar environment, ideally Financial Planning but they will also consider individuals from wider financial services such as: Investments, Pensions, Platforms/Providers and Graduates that are looking to get into the market. You will be working in a professional team consisting of Paraplanners and Administrators, you will be provided on the job training and will be supported for all market exams.

This is an excellent opportunity to join a well known name in the market where you will be able to develop your knowledge and technical skills. You will also be given the opportunity to progress within the business into Junior or a full Paraplanner role.