We are seeking a Technical Financial Administrator to join our team, focusing on reports and research with the potential to develop into paraplanning or advising.
This role is ideal for someone who is looking to grow their career in financial planning, supported by a team that values collaboration and professional development.
Day-to-day of the role
Assist in the preparation of client reports and financial plans.
Support the Internal Controls function in all aspects of document control and programme administration.
Engaging with other members of the Internal Controls function, opcos and third parties to arrange, communicate and update meeting, training and workshop schedules.