Financial Planning Administrator / PA

Recruiter
Accountancy Divisions Limited
Location
Bath
Salary
£25,000 per annum
Posted
08 Sep 2017
Closes
06 Oct 2017
Contract Type
Permanent
Hours
Full Time

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.

About You

  • 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.

Benefits

  • 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.