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Job Location | Exeter |
Education | Not Mentioned |
Salary | £20,000 - £28,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Job Title: Financial Planning AdministratorSalary: £20,000 - £30,000Location: ExeterAn independent financial planning practice with a fast-growing reputation as one of the region’s best is currently looking to bolster its IFA support team by adding a new Financial Planning Administrator to the business.This firm provides independent advice across a diverse range of cases including Pensions, Investments, Protection, IHT, Tax & retirement planning and are hoping to find a confident Administrator who enjoys the client focused element to their role being confident liaising and dealing directly with clients.As such, this role will be varied and would suit someone who is really looking to grow their knowledge in an independent firm and have a longer-term career in either Financial Advice or Paraplanning.As a boutique practice with a friendly, personable team, they are keen to find someone who can fit well into the team culture that they have developed whilst supporting the firms Financial Advisors with a range of administrative support including; producing valuations, processing new business, dealing with clients in a professional, friendly manner and also continuing to develop your own knowledge.The Required Skills:
Keyskills :
Financial Advice Financial Planning Wealth Management Administration IFA Administrat