Report Writer (Financial Administrator)

  • Shortlist
Location BATH , Somerset
Sector Financial Services
Salary £18,000 - £20,000 Per Annum
Type Permanent
Consultant Alex Russon
Ref 40029

Job Title: Report Writer (Financial Administrator)

Salary: £18,000 – £20,000

Location: Bath                  

 

The Client:

Our client is highly reputable IFA firm with a presence that covers the south of England, spanning the South West to London. We are now looking for an additional person to join the team, progress from within and enhance their career.

 

The Opportunity

In this role you will start with the administration of the business particularly working with the Paraplanning team and their essential work. From here, you will progress with the CII exams, gain further technical knowledge and work towards having the Level 4 Diploma in Financial Planning. From there you could remain with Paraplanning and steer towards a Senior position or even move into compliance or advice.

 

What’s needed for me to be considered?

  • Ideally you will be a graduate
  • Experience within a business already
  • A desire and capability of studying towards Financial Planning exams
  • Have a passion to work in the Financial Planning sector

 

What 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.  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.