Are you looking for an administration position that allows you to progress technically and study the Diploma in Financial Planning?
My client are a leading, award-winning independent financial planning practice who are based in the heart of Harrogate. They are looking for an experienced technically aware Administrator to join their Financial Adviser support team to deal with their ultra high net worth clients dealing with queries and administering a range of products such as SIPPs, trusts, bonds as well as further investment products.
The successful individual will have worked in a financial planning practice previously and will have previously dealt with high net worth individuals on a face to face and telephony manor.
In reward you will receive a strong and competitive employee benefits package as well as a salary of up to £30,000. You will also benefit from working in the city centre and have transportation links from surrounding areas.
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
- IFA Support
- IFA Admin
- IFA Administrator
- IFA Administration
- Client support