Financial Planning Administrator

  • Shortlist
Location Barnstaple , Devon
Sector Financial Services
Salary £18,000 - £20,000 Per Annum
Type Permanent
Consultant Michael Garrett
Ref 58968

Our client is a well-established financial planning firm in North Devon who specialise within Investment and Retirement Planning are now seeking an Administrator to join their tight knit team.

 

This role is unique in that the successful candidate will assist the consultant in preparing research and performance data collection and work closely with a Financial Adviser to ensure a smooth candidate process.

 

What’s needed for me to be considered?

 

  • Experience within an IFA environment is desirable
  • Any financial planning qualifications would be preferred
  • Willingness to develop your technical knowledge

 

What next?

 

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. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

 

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.