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Financial Planning Support

Posted 4 January by KMK Recruitment Ended

Privately owed, established IFA, City based, Financial Planning Support, £26-32k pa - 12 month contract.

Working with a privately owned, successful and well respected IFA our client requires a Finance Administrator to join the team with Financial Planning Support at their city based offices in the Barbican. Responsible for supporting a friendly yet super busy team with client service delivery this role would suit a professional individual who possesses first class attention to detail and ideally has some knowledge around the area of financial planning or ISA, PEP, SIP products however a full 1 month handover will be provided. This role would suit a keen and career driven individual who possesses excellent communication skills and a confident and pleasant manner.

Although this is a 12 month maternity fixed term contract the organisation has a budget for headcount expansion and will be moving to new premises therefore possibly could become a permanent full time role for the perfect candidate with the right attitude.


Required skills

  • Administrative Support
  • Financial Planning
  • ISA
  • Independent Financial Advice

Reference: 34137291

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