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Financial Services Administrator

Financial Services Administrator

Salary: £24,000 - £28,000

Denbighshire, North Wales

Denbighshire based Wealth Management firm is looking to recruit an experienced Financial Services Administrator to join their established Financial Planning administration team and Chartered Financial Advisors.

This financial service firm has free parking and works a 4 day working week.

Salary: £24,000 - £28,000

This role will involve the following: 

  • Work alongside Chartered Financial Advisors and manage client relationships.
  • Support the Financial Planning team with Financial Planning administration.
  • Coordinate client meetings and handle client queries.
  • Process new business paperwork to timescales.

Experience needed:

  • Currently working or previously worked within Financial Planning or an IFA Practice.
  • Ideally worked on back office systems such as Intelliflo, FE Analytics and provider platforms.
  • Ideally passed RO1-RO6 or working towards the qualifications.

I would really like to discuss this fantastic Financial Services role in more detail.

If you have the above experience please click to apply and I’ll contact you.

Please click to apply:

10 July 2024
Financial Planning
IFA Administrator
Wales, North Wales
£24,000 - £28,000