Financial Planning Administrator – Financial Planning – Cheshire J – 471
£17,000
South Cheshire Financial Planning Company seeks administrator to join their first class support team, working closely with the MD and his assistant on all financial planning support responsibilities.
You will be responsible for providing a first class administration service to a the IFA’s and Managing Director; answering basic client queries via incoming telephone calls and email. Maintaining a personal diary system, Issuing client Letters of Authority to providers and collating information. Processing new business and ensuring all documentation is compliant and valuing client portfolios.
To be considered for this role you must have excellent attention to detail, which will be thoroughly tested at interview. This is a great opportunity for an IFA administrator to take the next step in their career; getting exposure to technical investments whilst working closely with the Managing Director of the business.
Qualifications are supported. The successful applicant must have a very strong eye for detail. If you would enjoy working alongside highly qualified industry specialists, for a well regarded IFA Practice in a beautiful office in Cheshire please apply for further information, or email diana@threesixtyselection.com
View more opportunities in Financial Planning.
threesixty selection – Management & Executive Recruitment Practice.
Search & Selection | Finance | Purchasing | Supply Chain | Manufacturing | Sales | Financial Planning.
threesixty selection acts as an employment agency for permanent and interim positions. threesixty selection is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply.
Unless otherwise stated, if applying for a job within the European Union, please ensure that you are already authorised to work there.