Ideally you will hold the Financial Planning Certificate/ equivalent and have a strong background within Financial Services Administration. Further industry relevant qualifications supported with progression to Paraplanner, studying the Level 4 Diploma in Financial Planning.
Salaries upto £26,000, 25 days holiday, 5% pension contribution, 4 X DIS and many more.
• To liaise with clients to deal with administration queries
• Dealing with all aspects of new business processing
• Input and maintenance of records for all of the businesses clients
• Providing quotations and processing new business
• Dealing with product providers for any queries
• Any other administration duties to support the Financial Planners
Please get in contact with email@example.com today for more information or apply online!
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