Financial Planning Administrator - Bodmin (hybrid)
Hybrid
About the company
A well-established national IFA firm is seeking a Financial Planning Administrator to join its Wealth Planning team in Bodmin.
Your tasks
In this role you will support advisers with administration, obtaining policy information, preparing documentation for client meetings, liaise with clients, arrange client meetings for advisers and Processing Letters of Authority.
Requirements
Ideally you will have administration experience within a financial planning administration role or similar position.
What we offer
In the role you will have excellent training and benefit from support with exams and excellent career progression opportunities.
Other
Basic salary up to £30,000, generous benefits and bonus scheme, hybrid working.