Job Description

Description

£25,000 to £27,000 plus benefits


Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The business has a network of branches throughout the UK and continues to grow through recruitment and acquisition of other firms.


You will be responsible for providing high quality customer service to the client portfolio including –

  • valuations

  • collating of data

  • database management

  • liaison with external parties

  • general office duties

  • reports for Advisors and regulators

  • assisting with projects and processes

  • fee management

  • compliance

    • Applicants will have similar administration experience, ideally within a Financial organisation such as a Pensions Provider, Financial Advisor, Bank or Investment firm. The opportunity in...

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