Financial Planning Assistant

1 day left

Recruiter
Page Personnel Finance
Location
Guildford, Surrey
Salary
25000.0000
Posted
23 Jul 2017
Closes
22 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

A global business basin Guildford looking for an experienced Financial Planning Assistant to provide administrative and planning support to nominated Financial Planners, Associate Directors and Partners.

Client Details

A global business basin Guildford looking for an experienced Financial Planning Assistant to provide administrative and planning support to nominated Financial Planners, Associate Directors and Partners

Description

  • Project managing business and client work flows from inception to completion which may include the following:
  • Preparing files for technical unit and or para planner team.
  • Liaising and working with the technical unit / para planner team.
  • Liaising with clients and other firms to ensure paperwork and technical information is obtained within agreed timeframes.

Profile

  • Financial services administration experience essential
  • Excellent time management and organisational skills
  • Excellent communication skills, both written and oral
  • Ability to work well in a pressurised environment with the ability to prioritise
  • Working knowledge of Microsoft Office packages
  • Strong literacy and numeracy skills

Job Offer

£25-30,000

Generous AL allowance

Heathcare