Financial Planning Administrator

We are currently recruiting for a Financial Planning practice in Kingston who are looking to recruit a Financial Planning Administrator. They are looking for someone with at least 2 years of IFA admin experience and can hit the ground running. This individual needs to be very organised, confident in dealing with clients and good literacy skills are essential.

They will support anyone who would like to progress through their CII exams and there is the potential for future progression to paraplanner or adviser positions.

The Financial Administrator will work either individually, or in unison with a Financial Planner, to ensure that all the clients receive a high level of service. The Financial Administrator will be responsible for the following tasks: -

Maintaining Client Files

The F...