Job Description
We are currently recruiting for a Financial Planning practice in Coggeshal who are looking to recruit an IFA Administrator to join their busy team.
They are currently looking for an experienced Financial Services Administrator to join their support team to provide pre- and post-sales support to the Financial Advisers, ensuring that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the company.
The ideal candidate would love all things admin, supporting and working as part of a team with Wealth Planning experience. Providing a high level of support to clients in an efficient, compliant and professional manner.
Experience: