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 national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
The Company: Nationally renowned IFA firm with a site in Halifax looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers:
We are looking for an Executive and Company Secretary Assistant, providing vital administrative support to the Executive Team and Board, while playing a key role in governance and ensuring service excellence across the business.
Do you want to be a part of an innovative and supportive team, where there are great opportunities for career progression and development?
Perks & Benefits: Competitive pension scheme - Enhanced maternity/paternity pay - Life assurance - HolidayPlus - Cycle2work Scheme & more