Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
My client is a logistics business based in Coventry; due to business growth they are looking to recruit an experienced administrator to join them on a full-time permanent basis.
The role
Providing administrative support to the senior management team.
Answering incoming calls and directing them to the appropriate person.