ADMINISTRATOR for Investments, Pensions
Investment / Pensions PA SUPPORT ADMINISTRATOR to support Financial Advisors with all aspects of Sales Support and Administration.
This is not an entry level role, so you must have worked in Investments or Pensions
or at an IFA practice .
Working within a small team, supporting Financial Advisers, preparing for meetings for new business and Annual Reviews for ongoing Management of Pension and Investments, Wealth Management and Life Insurance.
Research, Quotations , assisting with production of Suitability Reports, Compliance and ad hoc tasks as needed. Speaking to clients.
CF / RO / FA / FPC or qualifications concerning Investments or Pensions Administration
[ parts of Diploma in Financial Services or Paraplanning ] are an advantage - but not essential. Experience greatly valued.
Competitive Salary according to experience and qualifications.
Free parking on site and comprehensive benefits package.
Interesting and varied work for an excellent company. Apply now.