A firm of Financial Advisers with an excellent reputation has an opportunity for an experienced Financial Planning Administrator at their offices near Worcester.
This role will support Financial Advisers providing financial and wealth planning across investment, retirement and protection planning.
The main duties of this role include;
Providing support and administration
Supporting new and existing that includes investments and pensions
Preparing documentation for client meetings
Responding to client enquiries
Liaising with providers and third parties
The ideal candidate will have experience supporting IFA’s, Financial Planners or Financial Advisers
They will be able to work towards deadlines and prioritise workloads
Be professional, organised and offer good communications skills both written & verbal
Industry qualifications are desirable but not essential
This is an excellent opportunity to join a well-regarded practice offering a warm and friendly office where support is available for further development if required.
Vacancy posted by Keith Enright at Thomas George Selection
Please visit tgselection.com for further details on this and other Financial Services opportunities.
All applications received will be dealt with in the strictest confidence.
We will be in touch if your application has been successful within 3 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but your information may be retained in connection with future opportunities.
- Financial Services
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