This Financial Services firm is known for a low staff turnover and encourages career development within the company.
This role will involve the following:
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Work alongside Chartered Financial Planners.
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Support the Paraplanners with Financial Planning administration.
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Coordinate client meetings and input data.
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Process new business paperwork to timescales.
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Currently working or previously worked within Financial Planning or an IFA Practice.
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Ideally have intelligent office back office systems experience but not essential.
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Started to study industry qualifications or partway through.
Salary: £25,000 – £30,000
Contact Detail:
Prestige Recruitment Group Recruiting Team