Our long established client in South London are offering the opportunity for a driven Financial Administrator to join their business, a leading IFA adorned with many awards and accolades. They provide a highly personalised financial planning and service to HNW families and private individuals.
The summer of 2021 has been incredibly busy for my client and they are looking for a new hire to provide high quality technical financial administration support to a pool of successful Financial Planners of the business. The role will specifically be focusing on Pensions and you must have knowledge of "Select-A-Pension"
The client requires
- Previous experience within a Financial Planning role minimum 12 months
- Preferably studying or has ambitions to study towards the RO exams
- Knowledge of "Select-a-Pension" is a must have
- Experience using multiple provider platforms: e.g Aviva, Prudential, Aegon, Standard Life etc.
My client is offering an immediate interview on receipt of cv. If you are looking for a supportive employer, who offers excellent training, mentoring alongside full study support and excellent proven career progression, then apply now.