IFA/Pension Sales Support Administrators x 3 (City of London)
An excellent opportunity to join a growing IFA/Wealth Manager based in the city of London.
Our client is continuing to build a team of individuals who share the company’s passion for high quality, customer driven financial advice. The successful applicants will report to the Operations Manager.
Responsibilities include but not limited to:
- Working closely with the advising and paraplanning teams to coordinate the annual review process, but particularly within the Pension arena.
- Preparing and producing client portfolio reports through our back office system, Intelligent Office.
- Liaising with product providers to obtain information on clients’ pensions, investments and protection plans.
- Using our fund research tool, Financial Express, to produce analysis on clients’ investments and pensions.
Fantastic opportunity for experienced Pension or IFA Support technicians with the necessary Financial Services experience, excellent salary and benefits, apply now to find out more.