Our client is a well established independent financial planning practice who, due to their ongoing growth, have an excellent opportunity for an experienced IFA Administrator to join team with a view to moving into the paraplanning team within a year
Working out of their offices based near Huddersfield, you will be supporting the Financial Planners in preparing client financial plans and be involved throughout the process
Processing new business
Dealing with Letters of Authority
Obtaining valuations and illustrations
Creating meeting packs
Helping with the technical information and presentations
Liaison with clients, providers and consultants to obtain required information
The successful candidate will need to have previous experience working within Financial Planning - preferably within an Independent Financial Services environment but those with any pensions, investment or mortgage processing experience will also be considered.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR11391