Ideally you will have 3 + years experience working within a IFA Practice environment in a technical administration position. Any industry relevant qualifications are advantageous.
Duties such as...
· Producing financial reports when required
· Request information from clients, providers and other third parties for the Para Planner / Adviser to prepare plans best suited to individual clients' requirements;
· Managing Financial Adviser’s diaries;
Please contact email@example.com for further information or apply online today!
Reed Specialist Recruitment Limited is an employment agency and employment business