Administrator - Financial Planning - Nottingham, United Kingdom - Brevere Group

Brevere Group

Verified Company

Nottingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you a positive and enthusiastic Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your skills to deliver a first class service to clients and colleagues? Are you looking for a professional environmentwith a client centric approach? If the answer to these questions is yes, this could be the ideal role for you.

Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Administrator to provide support to a successful IFA.

You will act as the initial point of contact for client queriesand well as liaising with product providers.

In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties.

Your work will cover Investment, Pension, Tax and Protectionplanning.

This is an excellent role within a forward thinking and innovative firm 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 and the support to develop your skills and further your career.

Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service.