We are a well-established Chartered Financial Planning firm, based in Billericay, Essex, and have two positions available, senior administrator and trainee administrator.
In both cases you will support the Advisers to enable them to provide financial advice to clients. Main duties will involve maintaining our back office system, preparing paperwork, submitting and tracking new business, general administrative duties and other ad hoc work as required from time to time.
Good written and verbal skills are essential, as is excellent attention to detail and communication skills. For the experienced role a knowledge of Adviser Office and of providers platforms would be an advantage.
Full time. Monday-Friday (9.00am to 5.00pm), competitive salary.
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