Address
Form of work
SalaryADMINISTRATOR - Pensions & Investments
PRESTON AREA (PR4)
21,000 - 25,000 + BENEFITS + EXAM SUPPORT
FULL & PART TIME HOURS ARE AN OPTION
Our Client, a Financial Planning Practice based in Preston is currently looking to recruit an Administrator to join their stable and expanding team. Working alongside a Director who is also an Adviser the successful Candidate will carry out full Administration and support to the Team.
Our Client is looking for an experienced Candidate to carry out a full administrative support function. Daily you will be responsible for;
o New business processing
o Ensuring that partners are fully prepared for meetings with clients
o Assisting the Paraplanners in relation to Investments and Pensions matters
o Submitting Investment, Pension and Protection applications
o Liaising closely with other companies to generate new leads for the advisers, etc.
The ideal candidate will come from an IFA background, however those with strong administrative skills from a Product Provider who are keen to develop a career within the expanding financial services industry will also be considered.
Offering fantastic development to progress and second to none in-house training, our Client really support and encourage future development. They support training and exams and pride themselves on developing staff and assisting with furthering their careers.
NJR 14605
