14Apr
Article by admin
Blakemore Recruitment

Financial Planners – Assistant

Published
April 20, 2020
Location
North London
Salary
£35,000 Basic

Description

A leading IFA is currently seeking an administrator who holds Financial Services experience and has progressed with industry exams.

The role will be suitable to someone who has a background as an administrator within the financial services industry, either working for an IFA or an Insurance Company.

You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration is essential.

The candidates ideally should have a current working knowledge of Pensions, Individual & Group Protection, ISAs, OEICs, Investment Bonds and experience of using wrap platforms.

The role requires an individual who is experienced in working to deadlines, prioritising workload, project management and providing a high level of customer service at all times. To be successful, you will have at least 2 years experience within the financial services; technical knowledge, and have gained the relevant experience noted above.

You will have experience supporting IFA's and be looking to progress your career. Salary from £25,000-£30,000 depending on experience

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