MB Fitzgerald are currently working with a boutique firm of Financial Planners who have a requirement for an experienced Financial Planning Support Administrator to join their team in Taunton.
As well as the technical Administration duties, candidates will also have a lot of exposure to clients, acting as a day to day first point of contact for all client queries. For this reason, candidates must be personable and MUST have excellent written and verbal communication skills. You will need to be able to build lasting client relationships as your contact with the client will be just as important as the Financial Planner's.
The client is willing to pay a competitive salary alongside an excellent Benefits and Bonus package. Candidates must have a minimum of 1/2 years' experience in Financial Planning Administration. You will be supported with studies towards the Diploma Financial Planning and beyond, as well as opportunities to progress within the business in a Technical or managerial capacity.