Job Description

During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will be responsible for processing and monitoring complex business, both new and existing. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

In addition, you will be provided with study support for CII qualifications and a competitive salary.

Required Knowledge, Skills, and Abilities

Experience using Intelligent Office software is essential. Previous experience within a Financial Planning role. Professional communication manner, both written and verbally. Any Financial Services qualifications are desired.