Ashley Rees Associates are currently working with an award-winning firm of Financial Planners and Accountants. Due to growth an exciting opportunity is now available for an IFA Administrator based in Taunton to join their team,
The successful candidate will be responsible for providing technical support which is to include:
* Report writing / preparing client financial planning reports
* Ensure records are maintained and kept up to date
* New business application processing
* Preparing client files and reviews
* Managing online platform with attention to detail
The successful candidate will ideally come from a financial services background. Our client is looking for an enthusiastic, self-motivated individual, who can work as part of a team and have a flexible approach