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Administrator/Adviser Support
We are looking for an experienced administrator.
Pay:
• Salary of £28,000-£35,000 p.a + bonus
Required experience:
• Wealth management admin support
• Back office systems such as X-Plan or Intelliflo, FE Analytics, Cashcalc
• Provider platforms
• Strong technical knowledge of pensions, tax efficient investments, portfolios
• And ideally in Equity Release, mortgages, IHT planning, and protection
• In processing cases in the fields mentioned above
• A good understanding of the FCA rules and how a financial services firm operates
• Very strong IT skills
• Excellent communication skills
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