Administrator/Adviser Support
We are looking for an experienced administrator.
Pay:
- Salary of £28,000-£35,000 p.a + bonus
Required experience:
- Wealth management admin support
- Back office systems such as X-Plan or Intelliflo, FE Analytics, Cashcalc
- Provider platforms
- Strong technical knowledge of pensions, tax efficient investments, portfolios
- And ideally in Equity Release, mortgages, IHT planning, and protection
- In processing cases in the fields mentioned above
- A good understanding of the FCA rules and how a financial services firm operates
- Very strong IT skills
- Excellent communication skills