Financial Planning Assistant
Up to £25,000
I am pleased to be engaged by a long standing firm of Financial Planners seeking to appoint an experienced IFA Assistant due to growth within the business. This represents an exciting opportunity and an exciting time to join a business with proven track record and credibility.
The role holder will play an instrumental role in supporting Financial Planners with diary management, preparing documentation for review meetings, processing of new business, obtaining quotes and illustrations, producing client valuations as well as any other administration tasks necessary.
The opportunity also offers career progression should you wish to study for further qualifications (such as the Diploma in Regulated Financial Planning) and broaden your expertise into Paraplanning
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 in Liverpool on 229 5525 or send your application to email@example.com.
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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.