This Financial Planning Administrator job is available for individuals keen to pursue their career within financial services.
As a Financial Planning Administrator, you will be actively supporting their busy Financial Advisors. You will be provided with client factfinds and meeting notes and given the following responsibilities:
Financial Planning Administrator Requirements
This respected financial advisory business places client relationships at the heart of their business and have a strong ethos to provide high quality financial advice and bespoke wealth management. As a business, they write high levels of advice whilst maintaining a friendly approach.
Our client supports career development and have successfully achieved this for a number of their current team members. If you would like to obtain your Diploma qualifications, they would support you to obtain this, with progression to become a Paraplanner or Financial Advisor.
Financial Planning Administrator Benefits
Call us now on 0208 0044 154 or click Apply
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