Financial Planning Administrator / Typist

  • Location

    City of London, London

  • Sector:

    Financial Services, Financial Planning

  • Job type:


  • Salary:

    £30000.00 - £40000.00 per annum + Bonus and Benefits

  • Contact:

    Callum Danaher

  • Contact email:

  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


MB Fitzgerald is currently working with one of our most prestigious clients, a Wealth Planning and Investment Management business. They are a highly prestigious Wealth Management organisation with offices across the UK.

They currently have a requirement for an Administrative Assistant to join their City based offices. You will provide comprehensive administrative support, to ensure effective and efficient operations of the team and wider business to deliver an excellent customer service whilst demonstrating compliance with internal policies, procedures and regulatory framework.

You will produce a large volume of typed documents to a high standard of presentation and accuracy, either from audio tape, dictation or manuscript (approx. 70% of the role) so the successful candidate must have previous experience undertaking these duties in a previous role.

This is a first-class opportunity to work for a leading name within the wealth planning sector. They can offer a HIGHLY competitive salary, along with a good bonus and comprehensive benefits package.