We are working with a well established Independent Financial Planners based in Bath who are currently in the market to recruit an IFA Administrator to join their friendly team.
They are seeking to recruit an administrator to join the business to provide ongoing support to the overall Financial Planning team. The business specialises in providing holistic advice and are seeking an individual that has worked within a similar environment or someone that works within Financial Services but wants to move into the Financial Planning market.
- Pro actively handle/liaise with clients and 3rd parties by phone, email and post as necessary
- Support Financial Planner with preparation of client correspondence and meeting notes
- Set up and maintain client data/files electronically
- When required, accurately prepare client reports, valuations, quotations paperwork, engagement and recommendation letters
This is an excellent opportunity to join a well known name in the market where you will be able to develop your knowledge and technical skills. You will also be given the opportunity to progress within the business into Junior or a full Paraplanner role.