Technical Administrator - Northampton, United Kingdom - Brevere Group

Brevere Group

Verified Company

Northampton, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

New year and looking to take your financial planning career to the next level?

After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career.

Duties for this role will include:

Drafting Suitability Letters
Drafting meeting summary communications for adviser
Provider communication
Arranging client meetings
Preparing Client Portfolio reviews
Trades/Switches
Sourcing/generating provider Illustrations

You will have:

Organised with the ability to multitask.
Can do attitude
Working knowledge of the regulated Financial Services Industry
Previously worked in a Financial Services admin role so have some familiarity with the terms used.
Highly competent user of Microsoft Word, Excel & Outlook, experience with Intelligent Office would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients.

In return, you will receive a generous basic package andthe support to develop your skills and further your career.