Financial Planning Support Assistant

Job Location	High Legh
Education	Not Mentioned
Salary	£21,000 - £26,000 per annum, negotiable
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Job Title: Financial Planning AdministratorLocation: Cheshire Salary: £21,000 - £26,000The Company:A well-respected Financial Planning firm with offices throughout the UK are looking for an Financial Planning Support Assistant to join their growing Knutsford office.This firm provides a broad range of advice across Pensions, Investments, Protection and Tax planning for both private and corporate clients, growing consistently over the last few years. They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.The Role:The role would involve supporting the firms paraplanners and financial planners with a variety of clientele. You will be an important part of the team working within the administrative function specialising in the back office and client support for the firms Financial Advisors. Due to the fast-paced nature of the role, this would suit someone who likes being busy and a challenging environment.As they are a well-established firm, there is a good remuneration package on offer and they provide a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance to build a career with them.The Required Skills:

Experience of working within a Financial Planning Firm is essential

Experience using Intelligent Office is advantageous

Hard working can do attitude

A good working knowledge of the FCA and Financial Services industry would be advantageous

What Happens NextPlease apply with an attached copy of your CV and one of our Financial Services sepcialists will be in touch Required skills

Financial Planning

Financial Services

Wealth Management

IFA administration

new business processing

Keyskills :
Financial Planning Financial Services Wealth Management IFA administration new business processing

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