Job Search

Advanced Search Search
Latest Jobs

Client Support

SectorsAdministration, Paraplanner, Sales Support
Salary£17,000 to £20,000 per annum
LocationsUK, West Yorkshire, Yorkshire
Contract TypePermanent


Client Support


Basic to £20,000 dependent on experience and abilities.

Our client is a successful leading Wealth Management Practice who offers professional, informed financial services and employee benefit advice to high-net worth clients. Due to expansion they are now seeking to employ an experienced IFA support administrator. Duties will include day to day administration i.e. processing applications; filing; chasing outstanding information; dealing with Life Companies and providing full support service to Consultants i.e. requesting quotations, valuations, paperwork etc. Ideally you will be working towards Financial Services qualifications and have a minimum of 2 year’s experience in the Financial Services market.

Knowledge and experience

•Experience in all areas of administration with particular focus on investments and pensions.

•Comfortable with investment and product research tools.

•Accurate written work and excellent communication skills are essential.

Email a friend   Print details   Back to results  Apply Now

Home   Job Search   Candidates   Client Enquiries   News   Contact   Sitemap   XML Sitemap
Copyright © 2009 - 2018 Advance All rights reserved Created by Zero One Design Ltd