- Job reference
- Winchester, Hampshire, United Kingdom
- Start date
- To be arranged
- Administration & underwriting jobs / IFA jobs
- Contract type(s)
- Full time
- Date posted
Description, duties, responsibilities
Horsham, Winchester or Maidstone
To £28,000 (depending on qualifications) + a range of benefits inc pension
My client is an award winning chartered financial planners providing award winning holistic financial planning and discretionary fund management. They are seeking an experienced administrator who is looking to work for an expanding and successful company.
You should have:
- A min of one years experience ideally in an IFA or platform / product provider
- An understanding of wealth management practices and processes and the ability to communicate them clearly and effectively or a strong leaning towards mortgage admin.
- An understanding of holistic financial planning strategies & solutions.
- Diploma or some progression with industry exams but looking to progress them with company support.
The company offer a superb centralised investment proposition with award winning platform, secure client web portal, cutting edge technology and numerous industry awards.