Financial Services Administrator / Financial Planning

  • Location

    Cheltenham, Gloucestershire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH1874_1562839787

  • Published:

    over 1 year ago

  • Expiry date:

    2019-08-10

  • Startdate:

    ASAP

  • Consultant:

    #

A fantastic opportunity for a Financial Services/Financial Planning Administrator to join a highly regarded Chartered Financial Planning and Accountancy Practice. Our client are a top accountancy practice with a thriving and growing Financial Planning division, due to recent promotions within the team they are now looking to recruit an additional Administrator to join their team.

Immediately you'll enjoy a competitive package, a supportive office environment to work within & full training to develop yourself as an individual to future success. Full financial support and study leave is provided to help you progress with market qualifications.

You'll be responsible for providing administration support for the advisory team from day one, you should have Financial Services experience and will have a genuine interest in the Financial Services/Financial Planning market. Responsibilities will include; input and management of data on client database, business submission, client documentation and data entry, client servicing and preparing for client reviews and much more.

This is a friendly, supportive environment with a growing company where there will be plenty of opportunity to progress in the future.