Financial Planning Administrator

  • Location

    Swindon

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20,000-£28,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    about 1 month ago

  • Expiry date:

    2020-11-25

  • Consultant:

    #

A national Financial Planning firm are currently seeking to recruit an IFA Administrator to join their Wealth Management division. The client is an award winning, highly respected business that provide services to clients throughout the UK. They have a number of offices across the UK, this role will be to work out of their offices based in Swindon.

Their requirement is for a Financial Planning Administrator to work alongside the Paraplanners to help provide an exceptional service to the firms clients and Financial Advisers. You will be responsible for full administration; therefore you must have experience within a similar role. You will ideally be studying for the Diploma in Financial Planning and will have a couple of relevant exams.

The client is offering a highly competitive basic salary plus bonus and excellent benefits including a generous holiday allowance. You will be given full training, support and help with market exams.