Financial Planning Assistant

Recruiter
Financial Divisions
Location
Berkhamsted
Posted
25 Mar 2019
Closes
19 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Financial Planning Assistant

Berkhamsted

£32-38k

Financial Divisions are delighted to be supporting a very professional practice in their search for a Financial Planning Assistant. The firm are very well established and continue to grow year on year through client recommendation.

The role of the Financial Planning Assistant is to provide administrative and highly technical support to Advisers and senior managers, helping to provide clients with a positive and professional experience.

As the Financial Planning Assistant, you will get involved in submitting new business, analysis, dealing with any queries from the clients, producing illustrations, arranging meetings, undertaking research and assisting with report writing.

Office hours are 9-5.30pm, along with a competitive salary you will receive 22 days holiday, pension scheme, study support and the opportunity to work alongside some Highly Experienced Wealth Management professionals.

I am looking for a trainee financial planning assistant/financial planning assistant or technical support or IFA Administrator with at least 1 - 2 years’ experience within financial services setting, preferably an IFA. You will have the ability to plan and organise new or familiar tasks and to use a problem-solving approach to respond appropriately to a wide range of enquiries.

For immediate consideration for the Financial Planning Assistant role, please forward your CV to Madeleine Kerrane

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