Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Our client believes in creating a nurturing and supportive environment where their residents can thrive.
They are dedicated to helping individuals and their families make informed decisions about full-time care, ensuring that their residents can live their best lives while staying close to their loved ones.