A leading Chartered Financial Planners based in Altrincham currently has a requirement for an experienced Financial Planning Support Adminstrator. The business is growing quickly and they are now one of the largest and most respected IFA practices in the North-West. As such there will be plenty of opportunities to progress within the business.
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.
Candidates must have previous experience of working within an IFA practice in an administrator capacity. Ideally you will have started to progress with studies towards the Diploma Financial Planning although this is not essential.