We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Birmingham office.
Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.
Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity.
Duties will include:
- Managing production of meetings packs for the Adviser's
- Overseeing meeting rooms and diaries
- Being a point of contact for queries, taking ownership of resolving where possible but knowing the right time to escalate
- Assisting with reporting, including valuations
- Liaising with providers
You will be joining a well known and highly respected organisation where you can start an exciting career.