UA-185291695-1 Financial Planning Admin, Jobs, 378

Financial Planning Admin

IFA Administrator - Birmingham, West Midlands

Ref: 378Friday 7 January 2022

£18,000 - £25,000

The opportunity for a brilliant Financial Planning Administrator to join an IFA that provides a personal, independent, and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status

Responsibilities: 

Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews

Provide high-quality service to clients over the phone, by email, and via post, in a time-efficient manner

Liaise with providers and other 3rd parties, to obtain any information that may be needed

Skills:

In order to be considered for this unique opportunity, candidates need to have previous experience within a Financial Planning role

 Professional communication manner, both written and verbally

Any Financial Services qualifications are desired