Financial Planning Administrator

05 Mar 2019
31 Mar 2019
Contract Type
Full Time
A great opportunity for an IFA Administrator with background in Pension and Investments to join a Financial Planning Practice in Woking area.

The role is to provide variety of administrative support to ensure a high level of service to clients. Working alongside advisers and office support team to help effectively achieve the best financial advice package.

Do you have administrative experience within a financial planning company, wealth management or IFA? Are you proficient in Excel, dealing with various spreadsheets and drafting suitability reports? You are client focused and well organised, able to prioritise and delegate the workload.

Development and support are provided if you aspire to obtain financial services qualifications. You are a team player and you have a positive (CAN DO) attitude with a bubbly personality. As you will join a small and friendly team, you will be welcomed as a part of the family.

Office hours Monday to Friday 9am to 5pm

Salary circa £30 000 plus company benefits

Office in the Woking area, parking available near by

Sounds interesting? Don’t miss out, apply now!

Or contact Aleksandra for more information in respect to the position T: (phone number removed)

Candidates without any investment, pension or financial services experiences unfortunately will not be considered for this role

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