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 recruit an Administrator to join their Financial Planning department. 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 will ideally have Financial Planning/Wealth Management experience and will have market exams although this is not essential. You should be a confident and professional Administrator that is looking for a long-term career within the Financial Services market.