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Financial Planning Assistant - Independent Financial Advisory Group.

Posted 4 January by Market Talent Ltd Ended

The Role:-

Supporting the financial service consultants your prime focus will be to ensure that all client records are maintained (electronically) accurately.

Day to day responsibilities:-

  • support the adviser and paraplanner(s) with a high level of administrative support
  • process new business
  • provide fund valuations
  • provide on going review service to clients
  • ad hoc projects as required

The Candidate:-

  • meticulous attention to detail
  • minimum 18 months previous experience in a Financial Planning role
  • progression towards a professional qualification

Reference: 34135660

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