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Financial Planning Assistant

Posted 17 January by Reed Insurance Easy Apply Featured Ended

Financial Planning Assistant, Westminster - Circa £24k + Benefits

Are you looking for a rewarding career in financial services with an expanding, forward thinking company?

An exciting opportunity has arisen for an exceptional candidate to join the Financial Planning Team as an IFA Administrator. You will be working for an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients.

This is a very exciting opportunity due to organic growth.

As a successful candidate you will be supported through all aspects of your Financial Services Business Support work, learning from your team's wealth of knowledge and the success of the business. You will be an individual with extensive working knowledge of IFA administration with excellent financial services knowledge of Investments, Pensions and Protection as well as experience of using platforms. You should also have a good head for figures and excellent attention to detail.

In order to apply for this role you will need to have the following skills and experience:

• Experience working within Support Administration within an IFA practice is a must.
• Industry relevant qualifications would be an advantage
• The ability to be hard working and be the best within the role.

In return there are opportunities to study and grow within the role, for an IFA practice who truly support their staff.

In order to apply/find out more please contact Emma Goldsmith @ Reed Specialist Recruitment


Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34039584

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