Salary: Negotiable
Reference:GL/BCR/8869_1611311923
Location:Worcestershire
Sector:
Type:Permanent

Senior Financial Planning Administrator

Location

Bromsgrove

Bell Cornwall Recruitment are currently recruiting for a Senior Financial Administrator/PA for a wealth management company based in Bromsgrove! This is an exciting opportunity, as it will be supporting the senior IFA’s. Therefore, you will need to be driven and super organised.

The successful candidate will have knowledge of investments and pensions.

The Role

  • Providing outstanding administrative support to senior IFAs
  • Extensive diary management
  • Organisation of meetings and appointments
  • Creating financial reports
  • Preparing and collating business packs
  • Researching and collating documents for client presentations

Ideal Experience

  • Ideally 5 years experience within Financial Services IFA support role
  • Excellent communication skills ( both verbal and written)
  • Knowledge of pensions and investments
  • WRAP platform experience – desirable

*Investment* *Pension* *Financial administrator* *PA* *Finance* *WRAP* *Senior Financial Planning Administrator*

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 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

Job Information

Job Reference: GL/BCR/8869_1611311923
Salary:
Salary From: £24000
Salary To: £30000
Job Locations: Bromsgrove, Worcestershire
Job Types: Permanent

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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