Reed Financial Services are delighted to represent a firm of professional Chartered Independent Financial Advisors seeking a Financial Services Administrator to provide essential support to the business and Advisors.
This role is ideal for individuals who are passionate about helping others achieve their financial goals and are adept at managing administrative tasks in a financial setting.
Responsibilities
Work closely with the Advisor on all aspects of their day-to-day work with clients.
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 a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.