Job Description
Our client is a progressive IFA / Wealth Management company, looking for a Financial Planning Administrator to join their team in Taunton. They enjoy and great place to work environment and are widely regarded as being a quality employer.
You will be required to work in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with administrative processes.
This can include client Reviews, processing of new business, preparation of compliance/ provider documentation, fund switches, plan withdrawals, obtaining fund values from providers, answering client queries etc.
The Candidate will need: -
* Administration experience of the Financial Planning process
* Experience of Intelligent Office
* Commutable distance to Taunton
In return
There’s an attractive package on offer including a competitive salary plus employee benefits