Financial Planning Administrator - Gillingham, United Kingdom - Ortus PSR
Description
Financial Planning Administrator
Location:
Gillingham
Salary:
£18,000 - £25,000
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.
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
-
Financial Adviser
Chorley, United Kingdom - 1 week ago
-
Trainee Financial Planning Administrator
Edinburgh, United Kingdom - 2 weeks ago
-
Assistant Financial Planning Administrator
Fleet, United Kingdom - 4 days ago
-
Ifa Administrator
Norwich, United Kingdom - 3 weeks ago
-
Mortgage Advisor
Halifax, United Kingdom - 2 weeks ago
-
Paraplanner
Chorley, United Kingdom - 2 weeks ago