Financial Planners Assistant

Blakemore Recruitment; London; On-site; GBP 29,000 - 35,000; Full time

Job summary

A leading IFA is looking for an experienced administrator with a background in financial services. The candidate should possess excellent customer service and communication skills, alongside 2 years of relevant experience. The role promises growth potential within the industry, requiring detailed knowledge of financial products and administration processes.

Qualifications

• Minimum 2 years experience in financial services administration.
• Knowledge of Pensions, ISAs, Investment Bonds.
• Experience using wrap platforms.

Responsibilities

• Support IFAs and manage project timelines.
• Provide high level of customer service.
• Ensure attention to detail in administrative tasks.

Skills

Attention to detail

Customer services

Communication skills

Project management

Job description

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A leading IFA is currently seeking an administrator who holds Financial Services experience and has progressed with industry exams.

The role will be suitable to someone who has a background as an administrator within the financial services industry, either working for an IFA or an Insurance Company.

You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration is essential.

The candidates ideally should have a current working knowledge of Pensions, Individual & Group Protection, ISAs, OEICs, Investment Bonds and experience of using wrap platforms.

The role requires an individual who is experienced in working to deadlines, prioritising workload, project management and providing a high level of customer service at all times. To be successful, you will have at least 2 years experience within the financial services; technical knowledge, and have gained the relevant experience noted above.

You will have experience supporting IFA's and be looking to progress your career. Salary to £35,000 Plus Package.