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Financial Planning Administrator
Job Posted: 12 hours ago
Salary: £ 25,000 - 30,000 / Annum
Job Type: Permanent
Location: Trowbridge, Wiltshire
Expire in: a month
Job Description
Direct Response Employment Services are recruiting for a IFA Technical Administrator to join our clients team on a permanent basis . Our client is a highly personalised Wealth Management company specializing in expert financial planning advice for business owners, and private clients.
Key Duties:
* Provide comprehensive administrative support to the financial planning team.
* Assist in the preparation of documentation for client meetings, ensuring accuracy and attention to detail.
* Maintain and update client records and financial databases efficiently.
* Communicate effectively with clients and providers to facilitate smooth transactions and inquiries.
* Contribute to continuous improvement projects aimed at enhancing company processes and services.
What we are looking for:
We are looking for someone who has previously worked within a financial planning practice or a candidate who has studied within RO1, CF1, FA1 or equivalent. You will possess excellent communication and organisation skills along with excellent IT skills including excel.
On Offer:
* Salary: £25,000 - £30,000 depending on experience (Plus discretionary bonus)
* 23 days holiday plus bank holiday, increasing with length on service.
* Group Life Cover
* Group income protection
* Wellness programmes
* Paid Sick leave
* Ongoing support and training
Please note this role is fully office based with no remote working.
If you have the above skill set and interested in discussing this role further then please get in touch for an immediate chatBefore You Apply
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