Financial Planning Assistant

MB Fitzgerald
From £30,000 to £30,000 per annum Plus bonus + benefits
08 Apr 2017
08 May 2017
Contract Type
Full Time
Our client is an award winning, Chartered Financial Planning business with offices close to Oxford Street in London.

Their current requirement is for an experienced IFA Administrator to join the organisation to provide ongoing support to the Senior Paraplanner and Managing Director/Adviser. The business specialise in providing holistic advice to a portfolio of HNW private clients, as a result they require an individual with experience within this environment or who is confident enough to deal with this level of client.

Daily duties will include;

    To support Financial PlannerPro actively handle/liaise with clients and 3rd parties by phone, email and post as necessarySupport Financial Planner with preparation of client correspondence and meeting notesProvide technical assistance and research for Financial PlannerSet up and maintain client data/files electronicallyWhen required, accurately prepare client reports, valuations, quotations, paperwork, engagement and recommendation letters
This is an excellent opportunity for an experienced support candidate who is now looking to take the next step in their career by joining a market leading business who can forward their career.