FINANCIAL SERVICES ADMIN with experience dealing with Investments, Pensions and Life Insurances - Sales Support Admin working predominantly for a designated IFA Financial Adviser.
All aspects of... Investment and Pension Admin and support to Adviser.
Quotes, Fact Finds, New Business processing, Annual Reviews and Wealth Management Reviews for clients. Updating systems and diary management. Assisting preparation of Suitability reports.
Must have experience in Investment OR Pension related Admin.
Use of IRESS Adviser Office 1st Software an advantage but not essential.
[ similar to Intelligent Office, Swift, JCS, Plum. True Potential back office systems]
Salary related to experience and capability - Higher if experience of Paraplanning, Suitability Reports, Wrap Platforms, Annual...