Financial Planning Administrator

We are currently working closely with an expanding Chartered IFA practice with offices in Worcestershire and Gloucestershire looking for a Senior Administrator to join their team, The successful candidate would need to be able to travel to both locations

This role will see you working closely with the IFA's and Paraplanners and you will also mentor some of the more junior admin team

As this is an open plan office you get access to the full Financial Planning process and be given the opportunity to really get involved with the clients journey from start to finish.

You will be:

• Highly organised
• Able to manage a busy and varied workload
• Confident to mentor more junior members of staff
• Able to potentially support the CEO of the business with their clientele confidently.
• Experienced in Admin within an Financial Advice team

This client is passionate about training and development so there are opporuntites for personal and professional development in this role.