MFP Wealth Management

MFP Wealth Management is a progressive, family-run firm of Chartered Financial Planners specialising in helping people retire successfully.

We provide pension and retirement planning advice to affluent families approaching retirement.

14/05/2024
Part time
£26,000 - £30,000 yearly
MFP Wealth Management
Are you looking for a part-time administration job that will fit around your family’s life? MFP Wealth Management is a progressive, family-run firm of Chartered Financial Planners specialising in helping people retire successfully. We provide pension and retirement planning advice to affluent families approaching retirement. We are looking for an experienced financial services administrator to join our team of three in our offices in Mudeford, Christchurch.   What are we looking for? You will be an administrator with experience of working in the financial services sector, preferably within a financial planning / IFA office, able to support our Paraplanner and Financial Planner to deliver an exceptional client experience.   Alongside managing the day-to-day office administration, you will be highly articulate and confident in liaising with clients over the telephone, via email and face to face to book meetings and gather financial information....