Financial Planning Administrator

Recruiter
MB Fitzgerald
Location
Bournemouth, UK
Salary
Competitive
Posted
12 Jun 2019
Closes
18 Jun 2019
Ref
1170272310
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A national Investment Management and Financial Planning firm are currently seeking to recruit a Financial Planning Administrator to join their Wealth Management division. The client is an award winning, highly respected business that provide services to clients throughout the UK. They have a number of offices across the UK, this role will be to work out of their Bournemouth office.

Their requirement is for a Financial Planning Administrator to work alongside the Paraplanners to help provide an exceptional service to the firms clients and Financial Advisers. You will be responsible for full administration, therefore you must have experience within a similar role. You will ideally be studying for the Diploma in Financial Planning and will have a couple of relevant exams.

The client is offering a highly competitive basic salary plus bonus and excellent benefits including a generous holiday allowance. You will be given full training, support and help with market exams.

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