Financial Planning Administrator

Posted 28 March by MB Fitzgerald Easy Apply

A National Wealth Management business with offices close to Guildford currently require an experienced IFA Administrator to work alongside a team of Paraplanner's. You will be working with one other Administrator alongside a team of Paraplanner's who provide technical support to IFA's servicing HNW client across Hampshire and the South West. Although within the technical team your role will be to provide the Paraplanner's with first class support effectively releasing them to focus on research and report writing.

To be considered for this opportunity you should have 2+ years experience within the Financial Services market as an IFA Administrator. Candidates who hold CII exams will be preferred.

An excellent opportunity to work for a leading Wealth Management business who will help you to progress with exams and will offer a dynamic approach to Financial Planning.

Reference: 33228058

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