This fast paced and rapidly expanding organisation is seeking a financial services administrator to work within their private client team. The role will provide sales support for several IFAs who in turn manage a portfolio of HNW clients. Tasks will involve managing client queries, arranging client meetings, preparing supporting documentation, obtaining valuations and any other ad-hoc tasks when required.
Experience in pension and investment products is vital and any progress made towards the certificate in financial planning will be highly advantageous. In return the suitable individual will receive a highly competitive benefits package and further study support.