At a Glance
- Tasks: Support Financial Planners and ensure clients receive exceptional service.
- Company: Fast-growing, tech-driven financial planning business with a collaborative culture.
- Benefits: Competitive salary, ongoing development, and excellent career prospects.
- Other info: Join a supportive environment focused on innovation and client success.
- Why this job: Be part of a transformative team in the financial planning industry.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 45000 - 55000 £ per year.
Join a Modern, Fast Growing Forward-Thinking Financial Planning Business!
Recruit Wealth are delighted to be representing a highly ambitious and fast growing, national Financial Planning business in their search for an experienced Administrator to join their Advice Operations team for their Taunton regional offices.
This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management.
You’ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business.
The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey.
This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment.
The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and signi...
IFA Administrator in Somerset employer: Recruit Wealth Careers
Join one of the UK's fastest-growing financial planning firms in Rochdale, where you will benefit from a supportive and collaborative work culture that prioritises client outcomes. With a strong emphasis on employee growth, you will inherit an established client base while enjoying comprehensive in-house support and a competitive benefits package, making this an ideal opportunity for experienced Financial Planners seeking a rewarding career path. The company's commitment to transparency and excellence ensures a fulfilling environment for those looking to make a meaningful impact in the financial sector.
