MB Fitzgerald are currently working a well-respected and highly professional firm of Chartered Financial Planners to recruit a Senior Financial Planning Assistant for their offices set in London. This company are very client focussed and pride themselves on providing the highest levels of service to their clients. Because of this, it is important that their staff share these values.
Ideally, you will be Diploma qualified in order to be able to answer technical questions although this is not essential. They are looking specifically for an individual who has experienced working in an IFA office environment in a Senior Administrator. Ideally candidates will have a minimum of 3 years' experience. Candidates will have;
- Experience within Private Wealth Management;
- Exceptional Communication skills and the confidence to deal with HNW individuals
- A working knowledge of investments, pensions and protection plans as well as other financial products;
- Attention to detail
- Strong IT skills, MS Office (PowerPoint, Word and Excel);
In order to attract the best candidates, the company are happy to pay a very competitive salary and Benefits package. The role would suit a very experienced and technically minded Financial Planning Administrator who is looking for more client contact. This is an exciting time in this company's development and progression opportunities will be available for those looking to advance their career.