This role is for you if you are an Administrator or Receptionist that has ideally worked in a Financial Advisory practice.
You will benefit from joining a large team where you will receive support, exposure to an abundance of knowledge, access to a 'Learning and Development Programme', and due to growth plans, there will be opportunities to progress further within the business.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.