Financial Planning Assistant

Recruiter
MB Fitzgerald
Location
Hemel Hempstead
Salary
26000.0000
Posted
05 Feb 2017
Closes
05 Mar 2017
Contract Type
Permanent
Hours
Full Time

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.