Financial Planning Administrator

Our client is a progressive IFA / Wealth Management company, looking for a Financial Planning Administrator to join their team in Taunton.

You will be required to work in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with administrative processes.

This can include, but is not limited to client reviews, processing of new business, preparation of compliance/ provider documentation, fund switches, plan withdrawals, obtaining fund values from Providers, answering client queries etc.

The Candidate will need:-

Administration experience of the Financial Planning process Preferably 3 years’ experience (If less we can consider)
Experience of Intelligent Office
Commutable distance to Taunton

In return there’s an attractive package on offer including a competitive salary plus employee benefits