Trainee Financial Planning Coordinator, Lancashire, Burscough

Acumen are recruiting – Trainee Financial Planning Coordinator

Acumen Financial Partnership Ltd is a growing IFA company serving clients predominantly across the North West but with national reach. Highly principled, advice focused with a committed team, we are looking for an individual who shares our values for a customer service/administration role based in our new Burscough office.

Trainee Financial Planning Coordinator experience

Previous administration experience, sound knowledge of Microsoft Office, excellent interpersonal skills and enthusiasm are all essential; an Insurance / IFA background is preferred. Acumen encourages career progression and full training plus support for study towards professional qualifications will be provided.

Competitive salary, pension and benefits package commensurate with experience.

Please apply to Mrs J Murphy by email at jmurphy@acumenfinancial.co.uk providing both a CV and a personal statement.

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