A progressive financial planning firm based in Stonehouse, Glos are seeking an Administrator to join their team. This would ideally suit someone who has gained experience within an IFA/Financial Planning firm and would like to join a firm that offer genuine progression opportunities.
They have a strong team ethos and have staff involved with the NextGen Planners community which is opening the business to being more focussed on lifestyle planning based around Voyant cashflow projections, rather than the traditional product focussed advice.
This role will see you working closely with one of the Directors and Paraplanners and you’ll be a valued addition to a friendly and approachable firm who pride themselves in giving high quality, honest advice that is always client focussed. There is scope for significant career progression for the right person, though this role is the initial priority.
This role will see you:
We’re looking for people who have:
What’s in it for you?
If this interests you and you’d like to find out more, please apply now or call Jess Wood on 0117 962 5005; a full and detailed role profile is available - we can then discuss your career aspirations in more detail and ascertain if this is an opportunity you'd like to explore further.
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