9 months ago
Investment Sales Support Administrator (IFA)
Our client’s business is involved with dealing with the high net worth (HNW) market independent wealth management.
From tailored investments to insurance solutions, mortgage services to estate planning, asset management to tax advice, their highly qualified private client teams assist their client’s in achieving their fundamental financial objectives.
Their adviser teams help a broad range of individual and corporate clients to understand and achieve their most important financial, pension and insurance planning needs and investment objectives. Some teams specialise in working with business owners, others with senior corporate executives and professionals in sectors such as investment banking, consultancy, partners in the big four accountancy firms or major law firms, barristers etc.
Several work with more complex wealthy families, including an increasing number who are non UK resident and domiciled.
The successful Full-time sales support administrator will be based in Weybridge.
You will have IFA experience and preferably knowledge of using back office systems like Intelligent office or Adviser Office).
Salary range £25K + dependent on experience and ability.
Requirements: CII qualified, Financial Planning experience, investment experience, unit trust experience and knowledge, wealth management knowledge, understanding of ISA’s, SIPPs and General Investment Accounts
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Business Regulations 2003.
Key Skills: CII qualified, Financial Planning experience, investment experience, unit trust experience and knowledge, wealth management knowledge, understanding of ISA’s, SIPPs and General Investment Accounts
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