Financial Planning Administrator - Wealth Management

Posted 2 days ago by ABEL BOWMAN & CO LIMITED
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Financial Planning Administrator - Wealth Management - Devon

Salary upto£30,000 per annum + Bonus + Benefits

Abel Bowman & Co have been appointed by a highly regarded Wealth Management firm to lead their search for a Financial Planning Administrator to join their support team.

With an outstanding reputation and a market leading proposition, this Wealth Management firm is leading from the front in terms of client service and is looking to strengthen their support team by appointing a financial planning administrator.

In this role, you will report directly into the Head of Financial Planning Administration.The ideal candidate will have a proven track record in dealing with a wide variety of administration within a busy IFA firm, supporting the financial planner's, with such areas as new business processing and quotations.

Financial Planning/Wealth Management qualifications are desirable, but not essential.

Required skills

  • Administrative Support
  • Financial Planning
  • IFA
  • Sales Support
  • Financial Planning Administrator

Reference: 37029036

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