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Posted 18 days ago
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Financial Planning Administrator

We have a new and exciting opportunity for an experienced Financial Planning Administrator to join our Wealth team, based in our Bishop’s Stortford office.

Joining our Wealth team, one of the eight expert service areas here at Tees, you will be working closely with our Wealth Advisers and Wealth Planners to ensure a seamless service to our clients. Being a regular point of contact for clients, this role is essential to establishing and maintaining long lasting relationships.

The ideal candidate for this role will have experience working in the financial services sector, and previous involvement in maintaining client records, preparing client investment and pension reviews, illustrations and other related paperwork is desired. Holding an FPC 1 and 2 would be advantageous.

If you would like to view the full job description for this role, please click here.

This opportunity is open to those who would be looking to advance to either a paraplanning or financial planning position in the future.

So if you are enthusiastic, like to exceed expectations, have a strong customer focus, and the prospect of developing your knowledge appeals to you - send us your CV with a brief covering letter outlining why you are perfect for Tees!

To apply, please
Careers

Financial Planning Administrator

We have a new and exciting opportunity for an experienced Financial Planning Administrator to join our Wealth team, based in our Bishop’s Stortford office.

Joining our Wealth team, one of the eight expert service areas here at Tees, you will be working closely with our Wealth Advisers and Wealth Planners to ensure a seamless service to our clients. Being a regular point of contact for clients, this role is essential to establishing and maintaining long lasting relationships.

The ideal candidate for this role will have experience working in the financial services sector, and previous involvement in maintaining client records, preparing client investment and pension reviews, illustrations and other related paperwork is desired. Holding an FPC 1 and 2 would be advantageous.

If you would like to view the full job description for this role, please click here.

This opportunity is open to those who would be looking to advance to either a paraplanning or financial planning position in the future.

So if you are enthusiastic, like to exceed expectations, have a strong customer focus, and the prospect of developing your knowledge appeals to you - send us your CV with a brief covering letter outlining why you are perfect for Tees!

To apply, please
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