Financial Planning Assistant
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.
- 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
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