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Financial Planning Administrator - Part Time

Posted 9 March by MB Fitzgerald Easy Apply Ended

A leading Wealth Management organisation with offices in Bath currently seek to recruit an experienced Administrator to join their Wealth Planning team on a part time basis.

As part of the Wealth 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.

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 should have two years experience as a minimum working within either a Financial Services business.

This will be working 20-25 hours a week. You will be offered a competitive basic salary, bonuses, company benefits and free parking.

Required skills

  • IFA Administrator or IFA Sales Support or Wealth Management or Financial Planning

Reference: 34645588

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