At a Glance
- Tasks: Support Financial Planners and enhance client service in a modern financial planning environment.
- Company: Join Recruit Wealth Limited, a forward-thinking business in Taunton.
- Benefits: Enjoy a hybrid work model for flexibility and excellent growth prospects.
- Other info: Dynamic role with opportunities for professional development.
- Why this job: Transform client experiences while working in a collaborative culture.
- Qualifications: Experience as an IFA Administrator and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Recruit Wealth Limited in Taunton is seeking an experienced IFA Administrator to support Financial Planners and enhance client service in a modern financial planning environment. Join a forward-thinking business dedicated to transforming client experiences with excellent growth prospects and a collaborative culture.
The role includes managing new business processes and liaising with clients and providers, offering a hybrid work model for added flexibility.
Hybrid Client Administrator – Financial Planning & Wealth in Taunton employer: Recruit Wealth Limited
Recruit Wealth Limited is an exceptional employer located in Taunton, offering a dynamic and collaborative work culture that prioritises employee growth and development. With a focus on transforming client experiences, the company provides excellent benefits and a flexible hybrid work model, making it an ideal place for those seeking meaningful and rewarding employment in the financial planning sector.
