Job Description

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.

• 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 third parties, to obtain any information that may be needed

Required Knowledge, Skills, and Abilities

• Previous experience within a Financial Planning role
• Professional communication manner, both written and verbally
• Any Financial Services qualifications are desired