Financial Planning Support

IFA Administrator - Salisbury, South West England

Ref: 724Monday 27 June 2022

£20,000 - £25,000

The firm in question are looking to add an Financial Planning Support Administrator to the team, to provide high-quality support to the firm's Financial Advisers to ensure their clients are serviced with the utmost attention. 

You will receive a competitive salary and benefits package, alongside hybrid working. 

Main duties: 

  • 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. 

To be considered for this role, ideally you will hold: 

  • Experience within the Financial Services industry 
  • Exceptional client service skills, with a genuine interest in helping clients achieve their goals 
  • Willingness to learn and develop your skills and knowledge
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