FINANCIAL SERVICES ADMINISTRATOR with some experience of dealing with Investments, Pensions and Life Insurances - working for IFA Financial Advisers.
Quotes, Fact Finds, New Business processing,... Data Entry and upkeep, Wealth Management Reviews, valuations for clients.
Updating systems and diary management.
Assisting Advisers and paraplanner as needed, varied and interesting role including part preparation of Suitability reports.
Must have experience in Investment OR Pension related Admin.
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 depending on capability
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