Financial Planning Assistant

  • Location

    Essex, England

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £25000.00 - £30000.00 per annum + Bonus and Benefits

  • Contact:

    Callum Danaher

  • Contact email:

    cdanaher@mbfitzgerald.co.uk

  • Job ref:

    BBBH1706_1558449985

  • Published:

    almost 2 years ago

  • Expiry date:

    2019-06-20

MB Fitzgerald are currently working with a firm of Independent Financial Advisers who are looking to augment their back office team, by securing an experienced Financial Services Administrator to work out of their financial planning department at their Essex office.

You will be working in a professional office environment and provided with a competitive salary package and full support to study further industry exams. You'll be dealing with a wide variety of administration with a busy IFA firm, supporting the team of Advisers/Directors, with such areas as new business processing and quotations.

You must have experience as an administrator within an IFA firm. Ideally you will be part qualified or studying for the RO/JO/CF exams and someone who can work well as part of a team to achieve various tasks on a daily basis.