Investment IFA Support Technician-Chartered London Practice to £32k
A great excellent opportunity to join a long established Specialist HNW Wealth Planner/IFA in smart London offices and with a fantastic reputation built over many years.
They are growing and continuing to build a team of individuals who share the company’s passion for high quality, customer driven financial advice. The successful applicant will report to the Operations Manager and will assume Supervisory responsibility over time.
Responsibilities include but not limited to:
- Working closely with the advising and paraplanning teams to coordinate the annual review process.
- 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 the person with the necessary Investment or Pensions experience, excellent salary and benefits, apply now to find out more.