Administrator

2 days ago


StratforduponAvon, United Kingdom APR Full time

My long term client is an established Independent Financial Adviser with over 40 years experience.

They deal with ultra High Net Worth clients mostly in the investment and pensions marketplace and have their own Discretionary Service with substantial funds under management.

The company is medium sized and as an Independent Adviser they offer advice geared to the whole market not just a few companies.

They have also bought up a number of IFA firms over the last 15 years or so and as such there are lots of new clients.

This could well be good for new team members if they wish to embark on the report writing (Paraplanner) or Trainee IFA route in the future.

This new administrator role is available and the role can lead to the position of Paraplanning and/or being an IFA in the future.

The ideal person will have good experience with a Financial Services Firm (preferably IFA or other intermediary) and ideally will have progress with Financial Services exams - and wish to go further. The company will help in this area.

Some experience of dealing with mortgage administration would also be useful but not essential.

This is an excellent opportunity to grow with the firm into other roles as mentioned - if you wish.

The role involves:
Maintain client records on their internal system and software.


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