Position: Associate

Job type: Full-time

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Job content

We are currently working with a National accountancy practice who are seeking to recruit a Financial Planning Administrator to be baased out of theior Sutton office (although there is flexibility work from home 3 days per week).
You will be working closely with the advisers who provide holistic financial planning advice to HNW clients within London and the Home Counties. Daily duties will include; liaising with clients and insurers over the telephone, providing technical admin support to the advisers etc.
This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.
You will be joining a well known and highly respected organisation where you can further develop your career with a frondly stable working environment.
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Deadline: 26-07-2024

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