I am working on the search of a Financial Planning Administrator for a Bristol based HNW Chartered IFA firm, to work alongside a team of Paraplanners and Senior Financial Planner.
This is a really exciting opportunity to be part of a growing business with an powerful list of Directors and a great culture, and opportunities for progression.
Job Purpose :
To provide comprehensive support to the Financial Planners & Paraplanners in providing an excellent service to clients of the firm.
Manage the client review and new business processing.
Key Responsibilities and Accountabilities :
The successful candidate will have a background within a client service administration role for an IFA practice and be working towards or want to achieve Level 4 Diploma.
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.
Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.