Job Description
The Role: I am recruiting a Financial Planning Administrator / IFA Administrator / Financial Planning Assistant to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm based in Banstead, Surrey (SM7). Working in a collaborative, fast paced and client focused team, the Financial Planning Administrator provides highly involved administrative support to the Financial Planners and Paraplanners, working with them to deliver an exceptional financial planning service to their clients.\n\nThe Opportunity: This role provides exceptional career opportunities – we are very happy to recruit a career Administrator who enjoys working in a fast paced, varied and involved support role, however, if you would like to progress, you will receive the support required to become Diploma qualified and, as your skills and experience develop, the further opportunity to become a Paraplanner or a Financial Planner/ Financial Adviser.\n\nThe Person: The successful Financial Planning Administrator will be proactive, organised and detail orientated, with excellent administrative and customer service skills. They will be keen to learn, embracing of change and happy working in a fast-paced, client centric, collaborative team environment.
The successful candidate is likely to have worked in a professional services environment, but they will not be expected to know the intricacie...