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Financial Planning Executive

MB Fitzgerald
Closing date
21 Jan 2021

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Job Details

We are currently working with one of the UKs foremost leading Investment Management firms to recruit a Financial Planning Executive. This opportunity will be based out of their growing Financial Planning division, working out of their prestigious offices based in the heart of Bristol.

Their requirement is for an experienced Wealth Management/IFA Administrator to join the business to provide technical support to a team of highly successful Financial Planners and Paraplanners.

To be considered you must have experience within the Wealth Management/Financial Planning remit, candidates working within an Investment Administration position will also be considered. You will ideally hold some CII exams and will want to gain the Diploma in Financial Planning.

The organisation will provide full support to attain further qualifications, are offering an excellent starting basic salary and comprehensive benefits package. You will be given the highest quality training and development to help you further progress within the business.
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