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Financial Planning Administrator

Posted 4 January by MB Fitzgerald Ended

An international Insurance organisation with a thriving Wealth Management division are currently seeking to recruit a Financial Planning Administrator to join their growing Bournemouth based team.

The client is seeking an additional Administrator to provide comprehensive support to a team of office based Financial Planners. This will be a busy and varied role and only candidates with prior Financial Planning/Wealth Management experience will be considered.

This is a senior position that will involve handling the full workflow for the Financial Advisers, you will also be required to liaise with clients as and when required. You will have a dedicated Junior Administrator working with you, this will allow you to focus on the more technical aspects of the role.

To be considered for this opportunity you should have at least 1 years experience within the industry. This is an excellent opportunity to join a market leading, international organisation where you can have a long term and stable career. The client will offer full support for all market exams and actively support staff to further progress within the company.

Required skills

  • Financial Planning Administrator

Reference: 34139072

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