Financial Planning Administrator

Job Description

My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.

This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners. xwzovoh

Specific Duties Include:

• Preparing relevant paperwork for client meetings.
• Submitting online app
  
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