Financial Planning Administrator
C
Cavendish Maine
📍 bristol, bristol, United-Kingdom
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.
Specific Duties Include:
- Preparing relevant paperwork for client meetings.
- Submitting online app...
CRWG1_UKTJ