At a Glance
- Tasks: Provide essential admin support to Financial Advisors and Paraplanners.
- Company: Established financial planning firm with a friendly team in Swindon.
- Benefits: Full-time role with a supportive work environment.
- Other info: Opportunity to grow within a reputable firm.
- Why this job: Join a long-standing team and gain valuable experience in finance.
- Qualifications: Strong organisational skills and attention to detail required.
The predicted salary is between 25000 - 32000 £ per year.
My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce. This is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.
Responsibilities:
- Preparing relevant paperwork for client meetings.
- Submitting online applications.
Financial Planning Administrator in Swindon employer: Broughton Group
Join a well-established financial planning firm in Swindon, where you will be part of a supportive and friendly team dedicated to delivering exceptional service. With a focus on employee growth and development, this role offers opportunities for professional advancement while enjoying a collaborative work culture that values each member's contributions.
We think you need these skills to ace Financial Planning Administrator in Swindon
Administrative Support
Client Meeting Preparation
Online Application Submission
Attention to Detail
Communication Skills
Organisational Skills
Time Management
