Job Description
Description
You’ll join our New Business team in Harrogate, a busy part of our wider Administration function in our financial planning firm. The team supports 50+ Appointed Representatives and works closely with advisers, platforms and internal stakeholders. You’ll be part of a team of three administrators plus a Team Manager, reporting to the Business Support Manager. This role is ideal for someone with financial services administration experience, strong attention to detail, and the confidence to liaise directly with advisers and platform providers.
Oculus Wealth Management is a nationwide network of highly qualified and experienced Independent Financial Advisers and Wealth Managers, operating as appointed representatives and supported by a skilled head office team based in Harrogate, North Yorkshire. We work closely with leading investment managers and major platforms and many of our advisers have decades of experience and hold some of the highest professional qualifications i...
You’ll join our New Business team in Harrogate, a busy part of our wider Administration function in our financial planning firm. The team supports 50+ Appointed Representatives and works closely with advisers, platforms and internal stakeholders. You’ll be part of a team of three administrators plus a Team Manager, reporting to the Business Support Manager. This role is ideal for someone with financial services administration experience, strong attention to detail, and the confidence to liaise directly with advisers and platform providers.
Oculus Wealth Management is a nationwide network of highly qualified and experienced Independent Financial Advisers and Wealth Managers, operating as appointed representatives and supported by a skilled head office team based in Harrogate, North Yorkshire. We work closely with leading investment managers and major platforms and many of our advisers have decades of experience and hold some of the highest professional qualifications i...
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