IFA Administrator

A well established and respected Financial Planning practice in Cheltenham are seeking to recruit an experienced Administrator to join their growing team. The organisation provides holistic financial advice to clients across the UK and have an excellent presence in the South West of England.

They are now looking to recruit an additional Administrator to bolster their support team, this role will involve supporting the firms Paraplanners & Financial Advisers. This will be a busy and varied role, you will be one of the first points of contact for clients, will get involved with processing new business, speaking with third parties etc.

Ideally you will come from a Financial Planning or Wealth Management background, however individuals from wider Financial Services such as providers, platforms, pensions providers etc will also be considered.

My client can offer a competitive basic salary plus bonus and benefits. They offer full support for market exams and opportunities to progress as the company continues to grow.