A brief over view of the duties involved are below:
- Processing of new business both manually and electronically
- Database management and the maintenance of Client files and records
- Liaising with both Advisors and Clients
- Processing of new business within deadlines and working in a complaint
The opportunity will give you the chance to work with HNW clients, chartered financial planners and deal with interesting and often complex financial planning needs.
You will hold some previous experience of working within an IFA support capacity and enjoying working within a vibrant team environment, some progress towards qualifications within financial planning are desirable but applications will also be considered from experienced administrators / paraplanners without qualifications.
On offer is a negotiable basic salary to £24k dependent on experience and qualifications.