A leading national firm is adding to the Financial Planning support team with an additional Technical Administrator. The role will be to support some of the highest performing financial planners in the firm and the work is extremely varied and challenging. Because of this they pay very well for this role and you can expect base salary up to GBP32,000 with some great additional benefits.
You will be first point of contact in this fast paced environment and try and resolve issues. You will prepare for client meetings, collating all required information. Movement with clients files will be updated on the back office systems.
This role offers more than most Administration support roles and really is the ideal role for very knowledgeable support staff who are interested in maintaining the variety of an Adviser support role as opposed to moving to a full Paraplanner role at this time in their career.
A great firm, not only nationally but locally. The team are stable and ambitious and hard work is rewarded well.