A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future
We are an Independent Financial Planning firm that provides financial planning to predominantly Medical Practitioners & IT Professionals throughout the UK.
The practice has been established for over 20 years with the head office based in West Berkshire.
The Role
General office administration duties such as filing, faxing, photocopying and answering the telephone.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
Currently supporting a lovely Financial Services Company, for a Financial Services Administrator linked to pensions and investments and located in the Newbury area.
The role will be office based and 9am to 5pm each day.
If you are skilled you will certain get an interview.