A HNW Financial Planning Practice currently has an opening for an IFA administrator for its Bath office.
You will work alongside a team of Paraplanners and Administrators jointly supporting the managing partners. The role will involve providing support by way of client liaison over the telephone, obtaining quotes and valuations, processing business in relation to predominantly pensions, investments, IHT planning and cash flow modeling, dealing with some HNW clients. You will utilise WRAP platforms and Quay software. A competitive salary will be offered which is completely dependent on experience, skills and qualifications. Salary: To £25,000
Experience Required :
To be considered for this role, applicants must have a thorough understanding of the key areas of financial planning solutions and have provided long term support to a Holistic Financial Adviser. You should hold the Certificate in Financial Planning or be working towards. Experience of 1st software will give an advantage.
To register your interest and for more information, please click HERE
Tags: cash flow | certificate in financial planning | client liaison | financial adviser | investments | key areas | managing partners | pensions | planning solutions | Platforms | quotes | salary | valuations