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Our client, an
established wealth management organisation
with a presence across the UK and an
outstanding reputation for their portfolio
management proposition, is currently looking
to recruit an experienced individual to work
within their intermediary support team in
Cheshire.
As part of a new division offering an
established and successful investment
platform to clients via the IFA market, the
role will involve liaising with external
practices to deal with any queries and
provide product information in addition to
general investment administration on after
sales support. The successful applicant will
also work closely with the firm's in-house
Portfolio Adviser.
The company is flexible on the background of
any applicant although do expect them to
have either a background working in a
support position within a life office or
alternatively as an administrator within an
IFA practice. Although heavily investment
focused the firm will offer ongoing training
and development on both the primary product
area and systems.
This is a fantastic opportunity to join an
organisation that not only is performing
well in difficult market conditions, but
also offers a genuinely supportive and
friendly team environment. They are firmly
in expansion mode and beginning to widen the
scope of services they provide to their
individual, corporate and institutional
clients. Therefore opportunities for
progression abound.
The role offers a competitive basic salary
and benefits package to attract the highest
quality candidates. They also fully support
individuals through professional
qualifications.
Full FPC/CertPFS is a requirement for this
position. |