Financial Planning Administrator
A leading Financial Planners based in the West Midlands currently has a requirement for an experienced IFA Support Administrator to join their Bromsgrove office. The business is growing quickly and they are now one of the largest IFA practices in the Midlands and as such there will be plenty of opportunities to progress.
As a professional Practice, it is of great importance that their staff are qualified to the highest standards so you will be provided with support to study for the Diploma Financial Planning and beyond. You will also be offered regular training to make sure that you can provide excellent support to their Advisers.
Your responsibility will be to support the Financial Planners and tasks will include; Processing business, updating the database, liaising with providers, preparation of client review profiles and general office administration.
Salary is negotiable between £18K and £26K plus Bonus and Benefits.