Due to expansion and a period of sustained success, an excellent opportunity has arisen for a Private Client Administrator with one of the country’s leading UK Financial Practices.
It has built an excellent reputation over many years in the National market for offering exceptional client service and specialist advice. It provides advice on a range of Independent financial products from the whole of the market to a large and varied client base.
The role will require a highly organised individual to provide the Private Client IFAs with full administrative support, alongside adhering to strict FCA regulations and processes and procedures.
You will be trained on both Pre-Sale (Servicing) and Post-Sale (Processing) administrative tasks, with a view to ultimately focusing your skills and experience to predominantlysupport the business in either servicing our IFAs/clients, or to support the business with the Processing of New Business.
As you will be dual-skilled, you will be required to offer cross-functional support to assist with either pre-sale or post-sale activity at the direction of the Team Manager.
You will receive a very competitive salary including benefits, and also financial support towards your Diploma Level 4, along with a mapped out career development programme.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment
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