Our client is a successful leading Chartered Accountancy practice, they currently have the requirement for an IFA Administrator to join their Financial Planning division in Plymouth.
You will be working within a friendly and professional team of Administrators and will be required to provide support to the firms Paraplanners and Financial Advisers. This will be a busy and varied role, you will be required to liaise with clients, platforms and all other 3rd parties, deal with new and exiting business and much more.
The client is looking for someone that has experience working within the Financial Services industry, ideally Financial Planning although not a necessity. You will be provided full on the job training, support for market exams and the opportunity to further progress within the business.