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Financial Planning Assistant

Employer
MB Fitzgerald
Location
Southend-On-Sea, UK
Salary
Competitive
Closing date
Oct 21, 2019

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Job Role
Financial Planning & Analysis
Sector
Finance
Contract Type
Permanent
Hours
Full Time
MB Fitzgerald are currently working with a firm of Independent Financial Advisers who are looking to augment their back office team, by securing an experienced Financial Services Administrator to work out of their financial planning department at their Essex office. You will be working in a professional office environment and provided with a competitive salary package and full support to study further industry exams. You'll be dealing with a wide variety of administration with a busy IFA firm, supporting the team of Advisers/Directors, with such areas as new business processing and quotations. You must have experience as an administrator within an IFA firm. Ideally you will be part qualified or studying for the RO/JO/CF exams and someone who can work well as part of a team to achieve various tasks on a daily basis.

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