Position Overview
The Role Our client, a National IFA business are looking to grow their administration team supporting clients, financial advisors and colleagues. You should be a strong organiser with the ability to prioritise and have a positive can do, will do attitude. With a keen eye for detail and good grammar you will need to be I.
T. savvy. You should be a great communicator and enjoy working either within a team and individually - managing your own workflow and tasks independently and efficiently.
You will be required to keep up to date with technical, product and provider changes. The Business Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis on client care and providing a tailored solution. Our client have long standing relationships with a great deal of their clients and have an excellent client-retention rate to go with this.
They have grown consistently over the last few year...