£27000 - £32000 per annum, Benefits: Pension, Holidays, Parking
about 1 year ago
BWD are delighted to be working in partnership with a high net worth IFA practice in Harrogate who are looking to hire a Client Support Administrator.
This is an excellent opportunity and the key purpose of the role is to provide pre and post-sales support to a team of Financial Advisers.
Also to ensure that client documentation and any client requests are accurately processed and completed within required time scales; and in accordance with the compliance guidelines.
As a successful Client Support Administrator your job will be to provide a high level of support to clients in an efficient, compliant and professional manner.
In order to apply you must be able to demonstrate extensive experience of having supported Financial Advisors with High Net Worth clients.
Experience of trading on Platforms
Experience of some or all of the following products is essential:
SIPPs, Trust (all types), EIS / VCT, Bonds, Property Syndicates, in addition to mainstream investments
If you would like to find out more please contact Helen Spriggs on 0113 4260775.