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.
- Administrative Support
- Financial Planning
- Sales Support
- Financial Planning Administrator
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