FINANCIAL SERVICES ADMINISTRATOR with experience of dealing with Investments, Pensions and Life Insurances - Sales Support Admin working for IFA Financial Advisers.
Quotes, Fact Finds, New Business... processing, Annual 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 Reviews.
If this job is not quite for you, but you have Experience of working in the Independent...