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Financial Planning Administrator

Financial Planning Administrator

Posted 10 July by MB Fitzgerald
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We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Newcastle office.

Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. Those from other Financial Services backgrounds will be considered, such as Pensions Administrators, but maximum salary for these candidates will be capped at £25,000 due to training that will need to be provided.

The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity.

This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.

You will be joining a well known and highly respected organisation where you can start an exciting career.

Reference: 35598935

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