Financial Planning Support Administrator - Coventry, United Kingdom - Ortus PSR
Description
I am working with a leading Financial Planning firm, with a great reputation down to their high quality and personal approach to financial planning.
The firm in question are looking to add a Senior IFA Administrator to the team, to provide high quality support to the Paraplanners and Financial Advisers within the firm and oversee other members of the team.
Main duties;
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
- Liaise with providers and other 3rd parties, to obtain any information that may be needed.
- Experience within the Financial Services industry
- Exceptional client service skills, with a genuine interest in helping clients achieve their goals
- Willingness to learn and develop your skills and knowledge
More jobs from Ortus PSR
-
Financial Planner
North West England, United Kingdom - 3 days ago
-
Remote Ifa Administrator
Glasgow, United Kingdom - 2 weeks ago
-
Financial Planner
Sheffield, United Kingdom - 3 weeks ago
-
Paraplanner
Bristol, United Kingdom - 2 weeks ago
-
Paraplanner
Horsham, United Kingdom - 1 week ago
-
Ifa Administrator
Yorkshire, United Kingdom - 2 weeks ago