Support / Financial Planning Assistant – Milton Keynes

Support / Financial Planning Assistant
Milton Keynes
£negotiable + Benefits
Seeking an experienced sales support / financial planning assistant to join a smallish office regional office of a large established financial planning practice.
The role will involve providing a first class administration and support service involving:
Processing new business
Servicing on-going business and assisting with delivery of client reviews
Providing accurate fund valuations/client review packs
Liaison with Managers, Directors, Clients and Consultants as appropriate.
Ensure accurate client records are maintained electronically, complying with GDPR

This is a great opportunity to work closely with a busy and successful adviser and a paraplanner.

The company are happy to encourage personal development and provide support for study.

To apply for this role you will be able to demonstrate recent and relevant experienced gained within an IFA or wealth management business.

Apply to mail@jamesassociates.co.uk

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