Trainee Financial Planning Administrator - Birmingham, United Kingdom - Ortus PSR
Description
Trainee Financial Planning Administrator
Location:
Birmingham
Salary:
£18,000 - £25,000
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
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
More jobs from Ortus PSR
-
Ifa Administrator
Edinburgh, United Kingdom - 2 weeks ago
-
Ifa Administrator
Stoke-on-Trent, United Kingdom - 2 weeks ago
-
Ifa Administrator
Barnstaple, United Kingdom - 1 week ago
-
Trainee Financial Planner
Hook, United Kingdom - 1 day ago
-
Mortgage Administrator
Sheffield, United Kingdom - 2 weeks ago
-
Paraplanner
Edinburgh, United Kingdom - 2 weeks ago