A leading firm of Financial Planners based in Cheltenham currently has a requirement for an experienced IFA Support Administrator.
It is of great importance to them that their staff are qualified to the highest standards so you will be provided with support to study for the Diploma Financial Planning and beyond. You will also be offered regular training to make sure that you can provide excellent support to their Advisers.
Your responsibility will be to support the Financial Planners and tasks will include; Processing business, updating the database, liaising with providers, preparation of client review profiles and general office administration.
Salary is negotiable between £18K and £26K plus Bonus and Benefits.