Being one of the country’s top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.
The key function of the role is to deliver an efficient and effective support service to our Private Client Administrators who in turn support our Financial Advisers.
You will work closely alongside our experienced administrators to provide administrative support to the team. This will involve processing business with both new and existing clients and preparing new business packs. You will also be tasked with scanning new business packs on to our back office system.
You will ensure that all work is accurate, produced within agreed timelines and in line with internal and external business quality standards.
This role will appeal to those who are looking to start their careers in financial services as we provide full training and support.
Please select a location