Our client, a well-established Chartered Independent Financial Planning firm is seeking an Independent Financial Services Administrator to join their team based in Somerset. What will you be doing?
Act as a point of contact for clients to answer their day-to-day queries
Building and maintaining client relationships
General administration duties
Diary management
Skills/Qualifications:
Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Math
You will be either working in a firm that offers financial advice or have experience within a professional business services
Understanding of FCA rules and experience of wokring in a regulated enviroment
