Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
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 support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
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 the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
This is a role for you if you are an experienced advisor who is looking for a long term career with an established business, where you will earn a strong salary coupled with an attractive commission structure.
In this role, you'll manage a portfolio of affluent clients with premium levels ranging from £10,000 to £250,000.
Join a thriving global insurance business that seeks a talented High-Net-Worth Account Handler to join their dynamic team of 9 in their beautiful office in Hatton, following the well-deserved retirement of a valued team member.
Are you passionate about building strong relationships with high-net-worth individuals and crafting bespoke insurance solutions?