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Financial Planning Support

Posted 15 February by threesixty selection Easy Apply Ended

Prestigious, truly innovative, Chartered firm of Financial Planners in Hale, Altrincham are currently recruiting a Financial Planning Administrator.

The firm are at the forefront of financial planning giving their clients on-line access to their distinctive Wealth Platform which provides live data on all assets 24/7. They are currently looking to complement their strong support team with an additional Administrator.

The firm are very client centric and support staff have allocated clients rather than specialising in certain areas, this means that staff get exposure to all types of clients, and products, from cradle to grave, rather than having the narrow experience gained in other large IFA practices.

Qualifications are fully supported and encouraged Salary dependent of experience.

8.30-5pm Monday to Friday.
25 days holiday, rising to 30 with time served.
6% pension contribution.
DIS x 4.

Required skills

  • Financial Planning
  • Financial Services
  • Office Support

Reference: 33888819

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