Our client, a well-established Chartered Independent Financial Planning firm is seeking an Independent Financial Services Administrator to join their team based in Wiltshire to support one of their Advisors.
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 working in a regulated environment
