Administration

Company : Confidential

Job Type : Full Time

Epsom, Surrey

Job Description - Administration

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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Administration

Job Description - Administration

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