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Ashley Rees Associates are currently working with an award-winning firm of Financial Planners and Accountants. Due to growth an exciting opportunity is now available for an IFA Administrator based in Taunton to join their team,
The successful candidate will be responsible for providing technical support which is to include:
* Report writing / preparing client financial planning reports
* Ensure records are maintained and kept up to date
* New business application processing
* Preparing client files and reviews
* Managing online platform with attention to detail
The successful candidate will ideally come from a financial services background. Our client is looking for an enthusiastic, self-motivated individual, who can work as part of a team and have a flexible approach
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Looking for your next career move? Join a top company hiring IFA Administrator job near me in Taunton, Somerset! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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