Experienced financial planning administrator or support person required for our established and friendly IFA firm in central London. There is huge potential in this role. Hybrid working 3 days in the office. Salary from £40,000.
Are you an experienced IFA or financial planning administrator?
Can you turn your hand to the many tasks involved in the daily running of a busy financial services office?
Do you love your job and would like the opportunity to take on more responsibility?
This is a fantastic opportunity to join our established business. The directors have worked hard over many years to create a successful financial planning firm with lots of loyal and happy clients. Our focus is on client service and continuing to do the best for the individuals and companies that we work for. This is the chance to work in a varied role switching between report writing, compliance assistance and general administration duties. We also have an eye on the future of the business and this role has the potential to take significantly more in the coming years. The future could be very bright for the right person at Progress Financial Planning.
This is a full-time role working with two directors and the other support staff. Duties will include:
1. Writing new business.
2. Assisting the compliance officer, reports for review meetings and
3. Communicating with clients throughout the a...