Financial Services Administrator
My client a leading Pensions and Wealth Planning Financial Services Company is actively looking to recruit a skilled Administrator to join their very well established thriving team based in Godalming, Surrey. The successful candidate will enjoy working in a full team of Administrators and Wealth Planners and have strong Investment and Pension Administration background in supporting Senior Financial Planners in processing new business on their behalf. This is an incredibly good opportunity for someone currently working within IFA Support and looking to work for a company that will value your skills and exposure.
- Supporting the Financial Advisers on the Administration side
- Offering full support to the Senior Wealth Planning Paraplanners
- Processing new business with ZCT's ECT's and IOS's
- Good strong background within Investments and Wealth planning Administration will be a great help in carrying out this role
- Exposure to using Wrap Platforms or keen to learn
- Strong background within Wealth Planning Administration
- Currently working within an IFA Practice within an support role
- Part Diploma qualified
- Exposure to working on 1st Software or Adviser Office
- In return our client offers an excellent salary and benefits package in their prestigious offices in Godalming.