Our client is a well established financial planning firm now looking for an experienced Financial Services Administrator who can hit the ground running and get into the role in an efficient manner. This leading financial planning firm is experiencing a period of growth and as such, has an opportunity for a successful candidate to join a well established firm in which they can grow and develop.
This unique opportunity is an administrative role in which the chosen candidate will report directly to the Operations Director operating out of their Exeter Office.This role will include processing new business, managing IFA diaries, preparing for meetings, communicating with clients and maintining the back-office system. You will also be involved in managing a small team
What’s needed for me to be considered?
Apply now if you are suitable. If successful, 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.
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