My client is a well-established wealth management company that takes pride in advising private clients and their families on financial matters with expertise, fostering and sustaining enduring client relationships in the process. They have an amazing development plan in place, and right now they want to bolster their adviser support staff. With great offices they are now looking to take on another Financial Administrator
Highlights of Opportunities:
- * Join a contented, productive team of three advisers' assistants, the Administrators.
- * You'll receive assistance primarily with investments, pensions, and protection.
- * Take pleasure in interacting with customers.
- * Complete participation in all facets of the support role, such as processing withdrawals, top-ups, and switches, as well as organising all paperwork for client meetings and serving as the client's initial point of contact.
- * This position would be ideal for a Financial Administrator with about six months of IFA administration experience, or for an experienced IFA administrator looking to hone their craft even further.
If you are looking for a role as a Financial Administrator in Wealth Management or similar positions, then please send your cv to Sam at Financial Divisions