Financial Planning Assistant
Up to £25,000 + benefits
I am pleased to work in collaboration with a leading Financial Planning practice with unrivalled reputation amongst both clients and competitors based in the Liverpool area. They are currently looking to recruit an experienced Financial Planning Administrator to complement their existing team due to an internal promotion.
The appointee will work closely with the firm's very experienced and highly qualified Financial Planners assisting with new business processing, producing letters of authority, client valuations as well as switching and rebalancing portfolios. This organisation offers great opportunities for learning and development as well as progression, and will provide full sponsorship and support for studies for the relevant industry qualifications.
The successful applicant will have a keen eye for detail as well as planning and organising skills. The environment within the team is very supportive and friendly so team players skills and attitude will be required. Progress made towards the CII Certificate in Financial Services or equivalent are also required.
If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services directly on 07580 429 541 or send your application to firstname.lastname@example.org.
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Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.