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Financial Services Administrator

Posted 6 February by Exchange Street Financial Services Easy Apply Ended

Exchange Street is currently working with an established regional practice that has enjoyed an outstanding reputation for providing a high quality financial planning service for many years. They are currently looking to recruit an experienced Administrator to their expanding team.

The role itself will focus on providing support to the organisation’s consultants and paraplanners therefore will require individuals with knowledge across pensions and investments and excellent administrative skills. This is particularly significant given the quality of client serviced and this is a very hands-on support role.

To be considered applicants will ideally have a minimum of 12 months experience in an IFA administration role and ideally be proficient in the use of software/platforms etc. Those with relevent qualifications will be viewed favourably.

This is a fantastic opportunity to join an organisation that not only is performing well in difficult market conditions, but also offers a genuinely supportive and friendly team environment.

Required skills

  • Financial Planning

Reference: 34148718

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