My client is an exciting investment company who markets its specialist investment funds (Onshore and Offshore) largely via Independent Financial Advisers and Institutions throughout the UK.
The company require an experienced Administrator who has worked with a Life, Pensions or Investment company dealing via IFAs - probably with the Paraplanners or Office Managers of these Intermediaries.
Some progress of Financial Services exams and an understanding of investments (maybe including offshore bonds and SIPPs) would be an advantage.
You will also be working closely with the Fund Managers and BDMs who visit the IFAs and institutions who utilise the funds for their clients.
- Financial Services
- Sales Support