If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you!
We are proud to provide a high level of service to customers across the UK, and as we continue to grow and evolve, we find ourselves needing our next protection specialist.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Milton Keynes offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
So, if you want to be part of a growing team and join our exciting journey contact us in confidence to find out more.
LionHart is forged from our cornerstones of epic customer service, cutting edge technology, and being driven by getting the best results for our clients & partners.
Basic Sage accounts would be an advantage to assist the Office Manager in absence but not essential.
You will have exceptional administration skills, with experience in MS Office and basic Excel.
Essentially you will have proven experience in the automotive industry working in a customer service focused role, with ability to multi-task and adapt to changing priorities.
Following an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team.
Working closely on Investment, pension, and Inheritance tax planning, as well as providing small businesses with pension/protection advice.