Your new company
An excellent opportunity has arisen within a highly reputable IFA firm for an experienced Client Support Administrator who can also undertake paraplanning duties.
Good working environment, a very friendly and inclusive working culture, flexible working options.
Your new role
Providing support to IFAs and their clients ensuring high standards of service.
A varied role whereby you will be a key point of contact for clients, responsible for all aspects of administration for new and existing business, assisting the advisers to prepare for client meetings, liaising with product providers, utilising back office systems. You will also be involved with paraplanning duties to assist advisers to prepare best advice for clients, including product research, preparing and writing reports.
This is an excellent opportunity for an experienced administrator seeking development and progression.
What you'll need to succeed
Proven experience of supporting financial advisers, a good understanding of financial planning, particularly investments and pensions, excellent communication and organisational skills, strong attention to detail.
What you'll get in return
In addition to a competitive salary and benefits package, this is an excellent opportunity for career development with a very good firm. Option for hybrid and flexibility around working hours.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion about your career.
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