We are currently working with an award winning, reputable Financial Planning practice based in the centre of Bath to recruit a Financial Planning Administrator. This is a well known business that have grown organically over the past five years and they are only expected to grow further.
They are now seeking to recruit a Financial Planning Administrator to join the business to provide support to a Senior Financial Adviser and Paraplanner. Duties will include; speaking with clients of the business, liaising with insurers and providers, updating online systems, working in tandem with the Paraplanner on technical matters and all sales support duties.
To be considered for this opportunity you should have an excellent understanding of the market and previous experience within a similar role.
This is an excellent opportunity to join a well known and respected business who are known for supporting their staff. You will be given the opportunity to take market exams and will be given the opportunity to further progress within the business.
Part time will also be considered for this position, the days and hours are flexible to suit the right individual.
- IFA Administrator or IFA Sales Support or Wealth Management or Financial Planning