Financial Planning Administrator

We are currently working with a National Wealth Management organisation to recruit a Wealth Management Administrator to join their Chelmsford office.

Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity.

This organisation is well known for supporting training and development, as a result candidate will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.

You will be joining a well-known and highly respected organisation where you can start an exciting career.