Financial Planning Administrator

  • Location

    Cheltenham

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20,000-£25,000

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Published:

    12 days ago

  • Expiry date:

    2020-12-17

  • Consultant:

    Thomas Williams

We are working with a well established Financial Planning practice in Cheltenham to recruit a Financial Services Administrator. The organisation are looking for a well presented, friendly and professional candidate to join their friendly team.

The role will be to support the firms Paraplanners and overall practice. It will be a busy and varied role that will include speaking with clients over the phone, dealing with new business, updating and maintaining the company’s internal systems.

This role would suit an individual with some Financial Services/Financial Planning experience that is looking to join a respected company where you can have a successful career. You will be provided with full training and support, help with relevant exams and will be given opportunities to progress within the company.