IFA Administrator - Financial Planning - Worcester
A firm of Independent Financial Advisers with an excellent reputation has an opportunity for an experienced Financial Planning Administrator at their offices in Worcester.
This role will support Financial Planners providing financial and wealth planning across investment, estate and retirement planning.
The main duties of this role include;
Providing support and administration
Supporting new and existing that includes investments and pensions
Quotes & valuations
Preparing documentation for client meetings
Responding to client enquiries
Liaising with providers and third parties
The ideal candidate will offer skills supporting IFA’s or Financial Planners
They will be able to work towards deadlines and prioritise workloads
Be professional, organised and offer good communications skills both written & verbal
Industry qualifications are desirable but not essential
This is an excellent opportunity to join a well-regarded regional practice offering a warm and friendly culture where support is available for further development and progression.
Please visit the Clark James website for further details on this and other available opportunities.
Posted by Keith Enright at Clark James Recruitment.