A highly successful Independent Financial Planners based in Cheltenham have the requirement for an IFA Administrator to join their friendly team.
As part of the Financial Planning team you will be working alongside Advisers who provide whole of market financial advice to HNW private clients. You will be working within a small team consisting of Advisers, Paraplanners and Wealth Administrators. Your role will be to provide both the Senior Paraplanner and Adviser with technical admin support on a daily basis, duties will include; speaking with clients of the business, liaising with insurers, updating online systems, working in tandem with the Paraplanner on technical matters, all sales support and low level paraplanning where required.
To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market.
You will be given full training and support to attain further exams and progression within the business will be available.