Job Description

You will be responsible for; Processing New Business, liaising with providers, valuations, LOA's, preparing client meeting packs, maintaining the client database, answering client queries etc.

On offer is an excellent opportunity to join a busy firm of Chartered Financial Planners who are as busy as ever following the pandemic. They are keen to continue their growth plans and will support the candidate towards studies for professional qualifications and progression in their career.

Required Knowledge, Skills, and Abilities

Candidates must be experienced Administrators from a financial planning background. You should have experience in supporting whole of market IFA's who deal with Pensions, Investments, Protection etc and ideally you will have experience using Wrap platforms. Candidates who have studied towards professional qualifications will be preferred but this is not essential