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Financial Planning Administrator

Posted 6 February by Accountancy Divisions Limited Ended

Financial Divisions are currently working with a national IFA firm that is seeking a Financial Planning Administrator to join their team. This firm is looking for a Financial Planning Administrator that is highly self motivated, proactive and maintains the highest standards of professionalism at all times.

The environment in which the Financial Planning Administrator will be working is fast paced, dynamic and hardworking with an ethos of rewarding those who give their all. Benefits of working with this Top tier IFA firm include:

  • Study Support

  • Progression to become either a Paraplanner or Adviser

  • 23 Days Holidays

  • Pension

  • Attractive Salary and Bonuses

The successful Financial Planning Administrator will be responsible for providing administration support to the Financial Planners and Paraplanners, being the main point of contact for corporate clients and also support the head of client services where required. The Financial Planning Administrator must also ensure an effective running of the business and have an understanding of the overall financial planning process.

This is an excellent step up for someone with circa 12 months plus experience of the Financial Services sector and looking for a company that can train and build on their existing experience.

For immediate consideration please for ward your CV to Megan Moriarty at Financial Divisions

Reference: 34408017

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