Financial Planning Administrator

Posted 22 February by Accountancy Divisions Limited

Ref: US/221802

Location: London

Salary: £25000 - £30000

Job Title: Financial Planning Administrator

Financial Divisions are currently working with an IFA firm that is seeking a Financial Planning Administrator to join their team. This firm is looking for a Financial Planning Administrator that is highly self motivated, proactive and maintains the highest standards of professionalism at all times.

The environment in which the Financial Planning Administrator will be working is fast paced, dynamic and hardworking with an ethos of rewarding those who give their all. Benefits of working with this Top tier IFA firm include:

  • Study Support

  • Progression to become a Paraplanner

  • 20 Days Holidays

  • Pension

  • Attractive Salary and Bonuses

The successful Financial Planning Administrator will be responsible for providing administration support to the Financial Planners and Paraplanners, being the main point of contact for clients and also support the head of client services where required. The Financial Planning Administrator must also ensure an effective running of the business and have an understanding of the overall financial planning process.

This is an excellent step up for someone with circa 12 months plus experience in the Financial Services sector and looking for a company that can train and build on their existing experience.

For immediate consideration please forward your CV to Ursula Sloan at Financial Divisions

Reference: 34535667

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