Exciting opportunity to join an established firm of financial advisers as a Client Services Administrator.
The will be supporting the Partners/advisers in the provision of high quality, accurate and timely administration service, in relation to all product areas within the Financial Services market.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
Ideas People Trust; We're BDO.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy and directly advise the owners and management teams leading them.
Delivering positive and effective maintenance of existing Broker relationships to add value and achieve targets.
General
The purpose of the role is to establish effective relationships and business plans with Brokers to develop sufficient business to meet individual and franchise objectives.
To support the development of new Broker relationships to extend the footprint of the franchise and the commercial success of the business.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.