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Financial Planners - Assistant

Company

Blakemore Recruitment

Location

London, United Kingdom

Type

Full-time

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 a...

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