Financial Planning Administrator - Wealth Management arm of an Accountancy Practice

Recruiter
MB Fitzgerald
Location
London, South East England
Salary
32000.0000
Posted
17 Jul 2017
Closes
16 Aug 2017
Contract Type
Permanent
Hours
Full Time

Our client is a successful leading Chartered Accountancy Practice whose IFA division offers professional, informed independent financial services and employee benefit advice to high-net worth clients. Due to expansion they are now seeking to employ an experienced IFA support administrator.

Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies and assisting Consultants i.e. requesting quotations and paperwork.

You should ideally be fully FPC/CF qualified and you should also have strong administrative ability proven in an existing IFA support environment. Knowledge of 1st Software is desirable.