Financial Planning Administrator - Wealth Management

Recruiter
ABEL BOWMAN & CO LIMITED
Location
Grangetown
Salary
£25,000 - £29,999
Posted
08 Feb 2019
Closes
12 Mar 2019
Category
Accounting
Contract Type
Permanent
Hours
Full Time

Financial Planning Administrator - Wealth Management - Cardiff

Salary upto £35,000 per annum + Bonus + Benefits

Abel Bowman & Co have been appointed by a highly regarded Wealth Management firm to lead their search for a Financial Planning Administrator to join their support team.

With an outstanding reputation and a market leading proposition, this Wealth Management firm is leading from the front in terms of client service and is looking to strengthen their support team by appointing a financial planning administrator.

In this role, you will report directly into the Head of Financial Planning Administration.The ideal candidate will have a proven track record in dealing with a wide variety of administration within a busy IFA firm, supporting the financial planner's, with such areas as new business processing and quotations.

This is a great chance to join a prestigious Wealth Management Firm who will sponsor you towards your CII Level 4, and genuinely provide progression into a financial adviser role.

Financial Planning/Wealth Management qualifications are desirable, but not essential.

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