The main purpose of the role will be to support not only the Paraplanners but the Advisers in the team in ensuring that client policies are processed and compliant and you will be responsible for ensuring that the processing is seem-less and updating the bespoke database with client updates and policy information.
To be considered you must be able to demonstrate the following:-
- Minimum 5 years of exposure to working within an IFA Support role
- Currently processing new business within a HNW IFA practice
The salary and benefits are fantastic so please do apply immediately if you have the necessary skills.
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