Financial Services Administrator

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Financial Services Administrator - £20,000 - £25,000 - Free Parking

This North Wales based Financial Services firm has a technically strong team within Wealth Management and due to growth they are now looking to appoint a Financial Services Administrator

This role will involve the following: 

  • Work alongside the Paraplanners and IFA's within the business on technical administration and support
  • Coordinate client meetings and input data 
  • Process client paperwork 

If you have worked within Wealth Management/Practice or an IFA environment and are looking to develop your career please send in your application

 

 

Permanent
27 October 2020
Financial Planning
IFA Administrator
Wales, North Wales