Personal Financial Planning Administrator, London
My Client is a Benefits Consultants organisation based in London and is currently seeking a Personal Financial Planning Administrator to work within their team of seven administrators, assisting the Private Clients Consultants on a day to day basis with all aspects of investment, protection and pension business.
The successful candidate will be required to carry out general ad-hoc office duties, including timely preparation of regular valuations and obtaining ad hoc valuations as requested, submitting new business proposals and be the main point of contact with investment / assurance companies.
Good knowledge of investment markets and products, protection products, personal pensions, SIPPs, USP, ASP and taxation is essential, preferably gained working within an IFA in a position of this nature, although similar experience within an Insurance Company or Investment House will also be viewed favourably.
This role offers an excellent salary and benefits package including assisting with fund examination entry and purchase of study materials, however, you will ideally already have gained FPC2.
Salary: £22000 - £25000 per annum + excellent benefits package
Contact Name: Steve Philcox
Email: Steve.Philcox@fusionsearch.co.uk
Phone: 02086610735