Cameron James is working with a successful Fully Independent Financial Planning firm based in Godalming, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
As a key member of the Accounts team, you'll play a pivotal role in providing essential administrative support, ensuring smooth office operations, and delivering exceptional service to both the team and clients.
As part of the pension administration team, you'll oversee all stages of customers' pension schemes and provide essential reports, illustrations, and client support.
Posted by Financial Divisions • £30K/yr to £38K/yr
IFA Administrator - Godalming - Wealth Management Firm - Up to £38k full study support and benefits package
My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals.
I have met the Directors and been to the offices and placed 5 staff into the business.