Assistant Financial Planner

Our client is a well established and successful Financial planner with offices across the country. Due to sustained growth, they are looking for an assistant to work with one of the firms financial planners.

Responsibilities:

  • Providing an administration duties
  • undertake client valuations and prepare information ahead of client review
  • Liaising with insurers / providers for new business quotations
  • Handling technical client queries

Candidates need to have experience of working within private client administration. You will have strong verbal and written communication skills and have the ability to manage multiple tasks.

Financial planning qualifications are not essential but desirable.

In return our client is looking to offer a competitive basic salary as well as an excellent benefits and bonus package.

Sector Financial Services
Region
LocationBishop's Stortford
Salary£22k - £25k

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