Financial Planning Administrator
Reference: KM/BCR/8961
Salary: £25,000 – £28,000
Location: Harborne
Sector: Financial Services
Type: Permanent
Are you passionate about Financial Planning?
Are you looking to take the next step in your career?
Bell Cornwall Recruitment are currently looking for an experienced Financial Planning Administrator to join a small, fast-growing Financial Services company based in Harborne. This is a fantastic opportunity for an individual who is passionate about Financial Planning and is looking to take their career to the next step.
Responsibilities:
- Supporting the MD, Financial Planner and Practise Manager
- Providing excellent technical administration support
- Management of client review meeting process and client on boarding process
- Proactively liaise with providers, clients, prospects
- Supporting the case management process, liaising with the appropriate technical experts as required – Practice Manager, Paraplanners
Ideal Candidate:
-
Financial Planning experience is essential – Wealth Management / IFA / Paraplanning
-
Strong technical knowledge of investments, pensions, protection and trusts
- Flexible and positive attitude
- Brilliant team player
- Excellent communication and organisational skills
If you think this Financial Planning Administrator role based in Harborne could suit you, please apply now!
Interested? Please click the ‘APPLY’ button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
Love Work Be Happy
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment business. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Job Information
Apply for this Job
BCR have more fantastic opportunities for you!
Visit www.loveworkbehappy.co.uk & follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
BCR want to make finding a job that you will love as smooth sailing as possible. BCR now offer evening appointments to fit around your working life.
Love Work Be Happy
BCR aim to get back to all applicants within 24 hours however if you have not received a response within this period then please feel free to contact us on 0121 5155910 at your earliest convenience.
BELL CORNWALL RECRUITMENT
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales