Assistent Ambtelijk Secretaris
2 days ago
Bond Recruitment is recruiting a part-time IFA Administrator on behalf of our client, a well-established Chartered Financial Planning firm in St Helens, Merseyside.
This is an office-based position where the successful candidate will provide comprehensive admin support to the financial advisers to include (but not limited to):
Client/third party communications by telephone and email
Processing New Business such as Investments/Pension/Protection applications
Process Ongoing client work
Proficient in MS Office 365 and other industry related tools
Proficient in the Intelligent Office Back Office System
Relevant experience of working in an admin role within an Independent Financial Advisory Firm.
Proficient in dealing with investments and pensions admin is essential
Pension & Investment administration 3 years
Financial Planning/advice administration:
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