Financial Planning Administrator Home and Office - Birmingham, United Kingdom - Bruin

    Bruin
    Bruin Birmingham, United Kingdom

    1 month ago

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    Description
    Job Description Financial Planning Administrator
    Up to £30,000 + bonus, benefits & exam support

    A Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top adviser.

    Writing letters to clients

    Those applying for this position will have previous administration experience gained within an IFA environment focused on holistic financial planning for private clients encompassing pensions, investment and protection and will preferably working towards or has achieved Level 4 Diploma in Financial Planning.

    In return you will have the ability to move into a Paraplanner or Advisory role – with full training and exam support – should the individual choose to develop their career in that direction.

    If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.