The opportunity for an experienced Financial Services Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients.
During a period of growth, our client is looking for someone to support the team through effective preparation of agencies, policies and databases in order to achieve and manage an effective Novation of clients and to ensure any company acquisition projects are integrated smoothly into the business, whilst identifying ways to continuously improve existing solutions and to increase efficiency.
In addition, you will be provided with study support for CII qualifications and a competitive salary.
What’s needed to be considered
In order to be considered for this unique opportunity, candidates need to have –
- Previous experience within a Financial Planning role
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support