Financial Planning Administrator - Bath, United Kingdom - Ortus PSR
Description
The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm has a fantastic reputation and offers exceptional studysupport to sustain their Chartered status.Responsibilities:
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and third parties, to obtain any information that may be needed
Skills:
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired
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