Financial Planning Assistant
We are currently working with reputable Financial Adviser's based in Hemel Hempsted to recruit a Financial Planning Assistant.
Due to increasing business levels an opportunity has now arisen for an experienced individual with 2+ years experience within Financial Services to join their business. The role will be to provide support to both the Paraplanners and Financial Advisers on a daily basis.
Tasks will include: To fully support the Life & Pensions department, Checking & forwarding on Policy Documents, Day-to-day administration / dealing with post from insurance companies & clients, Updating of values / records of policies & preparing periodic review packs for clients, providing illustrations for consultants, life & pension policy quotes from insurers etc. An excellent opportunity to join a forward thinking organisation where progression is available.