A busy, Chartered Wealth Planning organisation with an in-house DFM currently have a requirement for a Private Client Administrator to initially work from home with a view to then working from either City or Surrey based offices 1 or 2 days per week.
Working within their centralized support function, they are looking for an experience candidate with a thorough understanding of the IFA market. . Main priority is to offer a welcoming, efficient, professional and effective client service. Candidates must have experience in an IFA administration support role, a detailed knowledge of the FCA rules and financial regulations and experience of using Intelligent Office software. Looking for excellent organisational and communication skills, experience of working within a high pressure environment within defined service standards and procedures
This is an important role within a highly successful, busy and friendly team working for an organisation offering a highly competitive salary and benefits package.
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