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Financial Planning Assistant

Financial Planning Assistant

Posted 25 June by REED Insurance Easy Apply Featured Ended
We are recuiting for a very busy IFA firm based in Guildford, this role has come about due to expansion in client base and they need more admin support to work with the Advisors on whole of market products.

A truly independent IFA located in the area of Guildford is expanding, and with that expansion comes a opening for a Financial Services Support Administrator to help assist in driving the business forward.
Financial Industry experience is a must, along with being a good team player, with a professional and adaptable attitude, who has a proactive mind.

Key Responsibilities:
- Application submission and packaging
- Maintenance of advisers CPD records
- Monitoring advisers key business figures
- General adhoc duties
- Arranging meetings, conferences and team activities
- Updating all relevant data

Please email me your cv for consideration.  You must have a background in Financial Services 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34838216

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