We are a firm of independent financial advisers based in Buckinghamshire, but serving clients right across the South of England.
Experienced administrator required for busy IFA office in Great Missenden, Buckinghamshire. Must have experience of 1st Software, Group Personal Pension administration and good general knowledge of both investment and pension products. Major proportion of the work initially will be pension based and in particular the daily administration of a number of GPP's. An understanding of Salary Sacrifice is important.
Ideal candidate will hold or be working towards Financial Planning Certificate and be confident in communicating with both clients and insurance companies.
Ability to work on own initiative and prioritise workload is important.
Great opportunity to develop and progress within a small friendly team.
Salary range £25,000 - £30,000 depending on experience
Kim Williams Dip PFS
Michael Moore Life & Pensions LLP