Financial Planning Administrator / PA
Financial Divisions are currently working with a Top Tier IFA firm that is seeking a Financial Planning Administrator / PA to join their team. This firm is a leading financial services company committed to providing excellent customer service. They provide a range of solutions for individuals and companies including Wealth Management, Employee Benefits and Insurance Services.
- Key attributes the successful candidate will have is to be a strong, process driven, organised individual.
- You will need to have done the role before as the financial planner you will be supporting has a large client bank.
- My Client will offer support and structured career path so the successful Financial Planning Administrator / PA can progress to become either a Paraplanner, Financial Adviser or pursue a career on the Operations side if desired. This is an excellent opportunity for someone looking for a company that can train and build on their existing experience.