The main duties will be to support and be part of a team of 5 who support 4 ifa's, great opportunity to develop in a very successful company. Processing new business on behalf of clients and using the database and the Wrap platforms, you will have a strong Wealth Planning background in carrying out a similar role.
To be considered you must be able to demonstrate the following:-
- Background within Financial Planning Administration
- Use of Wrap Platform - preferably old mutual and Avelo
- Currently working within an IFA practice
Reed Specialist Recruitment Limited is an employment agency and employment business
Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.Report this job