Financial Planning Administrator
Our Client is a bespoke independent Financial Planners, based in Berkshire. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning Administrator team.
In this role, you will be part of a very friendly team and be actively involved in the back-office process as a key member. You will get to work closely with a team of experienced financial advisors.
What’s needed to be considered?
- Hold previous experience within an IFA/Financial Planning Practice
- A strong understanding of Pensions and Investment products
- Professional communication manner, both written and verbally
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!