Financial Planning Administrator

Recruiter
ST Resourcing Ltd
Location
Knutsford, UK
Salary
Competitive
Posted
14 Sep 2019
Closes
19 Sep 2019
Ref
1253541915
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A chartered Financial Planning organisation in Knutsford is seeking an additional IFA Administrator to join one of their existing teams.

This role is due to the volume and nature of the business and I paying up to £27,000 and would be suitable for someone who has experience in a similar environment dealing with high net worth clients.

The company have a track record for developing staff very well, and they encourage career development through paraplanning and beyond.

The role you would be recruited for will see you supporting Advisers and Paraplanners with new business processing, contacting product providers, updating valuations, updating the in house system with client details. You will administer the transactions for pensions, investments and protection for private and corporate clients, this will see you be involved in creating new business packs.

If you would like to learn more about this opportunity please contact Peter Stebbings at ST Resourcing

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