Financial Planning Assistant

PB Recruitment Consultants Ltd
Closing date
6 May 2021

Job Details

Our client, a consultancy firm based in North London have a requirement within their financial advisory division for a financial planning assistant to join the growing team. The role will be working with additional team members to provide comprehensive administration support to one of the highly successful financial planners.

This position would suit someone who is currently working within an IFA practice who is experienced in dealing in end-to-end processes of new business applications. This is a fast passed position, which will require a highly organised person with strong, effective communication skills. Ideally you will have Intelligent Office (IO) experience and be working towards CII level four diploma.

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