Description:

Part time role
Job Purpose:
To provide administrative support to the Financial Planning Practice to ensure the efficient processing of business, effective management of day to day tasks and that clients receive a high level of service when contacting the practice.
Skills required:
2-5 years experience in an administration role preferable in the Financial Services market place
An understanding of the Financial Serviced market including:
* the role of a financial adviser
* life insurance, mortgage, investment products
* UK taxation regime
* principals of fund management
Strong communication skills gained within a client facing role. IT literate

Job Details