Wimborne
Financial Planning Administrator
Wimborne, Dorset, 2-3 days a week
£29,000
This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele.
The role is open to people from a customer/client services background in Financial Services or another similar Professional Services industry.
You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.
- 25 days holiday + bank holidays
- 10% contributory pension
- Private Medical Cover
- 4x Life Assurance
- Study support
- Progression opportunities
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates ideally have:
- Previous experience within Financial Planning in an IFA Administrator support role is desirable but not essential
- Open to people with customer/client services experience in Financial Services or another professional services industry
- Strong communication skills
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client
Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory