IFA Administrator

Recruiter
Drew Chapman Search and Selection
Location
London
Salary
£20,000 per annum
Posted
12 Sep 2017
Closes
10 Oct 2017
Contract Type
Permanent
Hours
Full Time

A newly created requirement has arisen within a very successful and highly reputable Financial Planning organisation, who provide advise to a wide range of high net worth clients, for a Financial Planning Assistant to join their team.

Responsibilities

  • Processing new business applications,
  • Liaising with product providers
  • Assisting Advisors and Paraplanner
  • Preparing valuation packs
  • Processing letters of authority
  • Liaising with clients

About You

  • In order to be considered for this position, suitable applicants must be a strong communicator and possess a strong commitment to working within Financial Services.
  • It is essential that suitable applicants have exposure to the Financial Services arena and educated to at least degree level.

Benefits

  • In return, you can expect to work with one of the friendliest and professional companies within the industry alongside full support in achieving industry specific qualifications in addition to genuine progression opportunities.
  • This role would suit a candidate whom cares about being the best at their work, whilst having fun doing it.