Financial Planning Assistant - Leamington Spa, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Leamington Spa, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A leading financial services firm is on the hunt for an exceptional IFA Administrator to their growing support team.

The salary for an Administrator within the support team is up to £30,000 and offers hybrid working.

You will be joining a Client-Centric IFA firm that is dedicated to providing personalised solutions that align with each client's unique financial dreams.

Our reputation speaks volumes.

They are a larger practice with offices across the country, but they have retained the cozy, friendly vibe of a small team.

It's the best of both worlds

Work hand-in-hand with experienced financial planners and team leaders

Producing valuations and processing new business

Work with selected providers

Create meeting packs for the Adviser

Handling fund switches

Dealing with basic Bed and ISA reports.

To be considered:
Experience in providing administrative support within a Wealth Management or Financial Planning firm

Job Types:
Full-time, Permanent

Salary:
£25,000.00-£32,000.00 per year

Benefits: