Job Details
We are currently working with one of the UKs leading Wealth Management and Employee Benefits specialists who are looking to bolster their technical support function by recruiting experienced administrators to one of their new regional offices.
Offering a genuinely consultative service and focusing on fee based financial planning, this forward thinking organisation has established itself at the forefront of a professional advice driven service in the UK. Through their stature and reputation, they have built an enviable and loyal client base while remaining extremely attractive to new enquiries.
This is an exciting opportunity for technical support staff to gain greater responsibility and involvement in dealing with HNW individuals. Duties will revolve around providing the best possible support to IFAs, processing new business, providing valuations, liaising with providers and administering various schemes.
Successful applicants will have prior experience of providing administrative support within an independent environment (preferably a wealth manager), whilst progression with qualifications will be viewed favourably, especially given the firm's focus on professional development. On this candidates will hold at least the first two papers of the Certificate in Financial Planning.
In return the role offers a competitive basic salary and benefits package to attract the highest quality candidates.
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