Financial Services Administrator
A recognised and prominent Wealth Management practice based in Cambridge has an excellent opportunity for an experienced IFA Administrator to join its financial planning team.
This distinguished Wealth Manager provides holistic financial planning solutions on pensions and investments to its existing private High Net Worth clients.
The role will involve you speaking to clients, updating them on their products’ performance, handling telephone enquiries, and processing new business.
To be considered for this position, ideally you will have had previous experience of working within an IFA, product provider or insurer.
You will benefit from working in a professional working environment, and you will be encouraged to take qualifications in order to continually improve your technical knowledge. Of course, full funding towards qualifications will be provided by the company.
Should you have a desire to progress your career beyond this role, there is a clear route towards becoming a Paraplanner.
This is a terrific opportunity for you to work for an organisation that takes pride in providing the highest level of service to a discerning client base.
If you believe in providing the best financial planning advice, then this is the right company for you.
You will be rewarded with a competitive basic salary and comprehensive benefits package.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment
For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website.