The opportunity for a brilliant Financial Planning Administrator to join an IFA 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.
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
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