Private Client Administrator

The Role Working along side a Paraplanner youll be providing administration support to a Private Client advisor within a busy team of professional IFA firm. You will be working within an FCA-regulated environment to ensure the usual IFA administration functions are completed with accuracy and in good time, this includes agency changes, information gathering, new business processing, scanning and various client reports. This is a great role for an experienced Administrator within Financial Services looking to join a great team and where you will have the opportunity to use and grow your skills.

The Company Our client is a high-quality firm of wealth and mortgage advisers with a well-established, team offering a tailored approach. Operating with a client-focused approach within in a good balanced work-hard-play-hard approach to business, creating a great environment (office and social) and are genuinely a great team of professionals. Responsibilities Everything you would expect ...