Financial Planning Administrator

This Financial Planning Administrator opportunity is built around providing financial advisers will full administrative support. It would suit someone who can bring so, if you are an experienced administrator or someone who is looking to start a career in financial services this could be the role for you! to the role.

Known job details

• Additional detail: Training or development support may be provided.

Likely focus of the role

• Provide financial advisers will full administrative support.
• Preparing client packs for annual reviews and ad-hoc meetings.

Requirements mentioned

• They are looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisers, liaise with providers and third parties.
• Time management.
• Organisation and prioritisation.