Investment Administration

2 months ago


Gerrards Cross, United Kingdom Reed Insurance Full time

My client a leading IFA practice who have been established for many years are actively looking to recruit a skilled Financial Planning Administrator on the Investment skill side. The successful applicant must be able to work alongside the IFA's and supportthem on the business processing side, along side offering excellent client skills when speaking with clients and taking calls within the office.The role is office based and may offer part remote working in the future.

The salary and benefits for this role are excellent and depend on the level and exposure of the successful Financial Services Administrator.The skills are very much linked to pensions and investments which is fantastic as they have very HNW clients.

To be considered you must have a strong wealth planning administration background within a 'Financial Service Company or SJP practice and I very much look forward to hearing from you.

In addition you will require the Investment and or pensions skills in order to be considered.


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