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Financial Planning Administrator

Location
Chesham, Buckinghamshire
Salary
£20,000 to £26,000
Job Type
Permanent
Posted
7 Sep 2022

Financial Planning Administrator

Location: Chesham

Salary: £20,000 - £26,000

The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.

Responsibilities:

  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
  • Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
  • Liaise with providers and third parties, to obtain any information that may be needed

Skills:

In order to be considered for this unique opportunity, candidates need to have -

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
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Details

  • Job Reference: 706415574-2
  • Date Posted: 7 September 2022
  • Recruiter: Ortus Psr
    Ortus Psr
  • Location: Chesham, Buckinghamshire
  • Salary: £20,000 to £26,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent