Financial Services Administrator

Recruiter
Root2Recruitment
Location
City Of London
Salary
£25000 - £28000 Per Annum
Posted
11 Sep 2017
Expires
09 Oct 2017
Ref
1254R2R
Contact
Lydia Norton
Contract Type
Permanent
Hours
Full Time

An exciting opportunity has arisen for a junior paraplanner to join an ambitious IFA firm

The Company

Our client is an IFA firm based in the City specialising in pension advice.

The Position

  • Junior paraplanner already working towards completion of the RO exams 1 - 6.
  • Experienced sales support wanting to become a junior paraplanner.
  • Provide a high-quality support/administrative service for an established IFA firm based in the city of London.

Role responsibilities will include:

  • Completing all relevant support and administration for the IFAs, along with assisting them in the preparation of advice for new and existing clients.
  • Carrying out the end-to-end support and administration in the process of acquiring new business and clients, as well as servicing existing clients.

Benefits will include:

  • Salary £25,000 - £28,000 depending on experience.
  • 20 days' annual leave, plus bank holidays.
  • Funding towards exams.

The person

  • The successful applicant will have current / recent experience working for an IFA firm, with good pension knowledge.

Knowledge, Skills & Experience required

  • Good working knowledge of pensions, especially Final Salary Pensions
  • Experience of XPlan or AVELO (Adviser office/1st)
  • Good IT skills
  • Excellent communication skills.

You will be hardworking, organised, be able to manage your work load and very personable to fit into a small office environment.

Location

  • The role will be based in the City of London - nearest tube stations are St Pauls and Barbican. Train stations - Farringdon, City Thameslink and Moorgate.

Key Words: IFA, Pensions, DB Transfers, Administration, London, Financial,

Apply for Financial Services Administrator

Already uploaded your CV? Sign in to apply instantly

Apply

Upload from your computer

Or import from cloud storage

Your CV must be a .doc, .pdf, .docx, .rtf, and no bigger than 1MB


4000 characters left


By applying for a job listed on Crawley News Jobs you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.