Financial Planning Assistant

  • Location

    Leatherhead, Surrey

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £25000 - £30000 per annum + plus good bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


  • Consultant:


A small but fast growing Chartered IFA Business in Leatherhead currently requires an Additional Sales Support Administrator to join their friendly office.

Supporting the firm's two Chartered Financial Planners, you will be responsible for processing business, supporting the Paraplanner, updating the database, liaising with providers and general office administration.

You will be working in a team with the other Administrator and the Paraplanner which is headed up by a dedicated Support Manager. There will be plenty of opportunity for progression as the company grows and you will also be supported with study towards the Diploma Financial Planning.

This is an excellent position for an experienced Financial Services Administrator, ideally from an IFA background. You will be provided with a competitive salary and package and will have the chance to work in a friendly, supportive environment.