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Accountancy Divisions
,
London, Greater London
Technical Support Role
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Position: Technical Support Role Hours: 8.30am to 5pm Monday to Friday Starting Salary: £35,000 study support Benefits I am currently recruiting for a well-established independent Wealth Management firm. With 3 Advisers (2 being Chartered) they have developed longstanding relationships with their clients. They focus on the old-fashioned method of having no website and relying on referrals. With around £140Million AUM they are looking for a very technically competent IFA Administrator. As an IFA Administrator you will be mentored directly by the two Directors. Some the technical support tole duties include: Managing Adviser diaries Preparing annual review files Preparing adhoc review meetings, CashCalc etc Preparing New Business files - research, illustrations etc Writing SR’s and CSR’s (Continued Suitability Reports) from templates This is a non-advising role but it may suit an individual who would like to have Client contact, and for the right Candidate could lead to an Advising position If you are looking for your employer to dedicate their time to your development, then please send your CV or call for a confidential chat Recommend a friend - if you recommend a friend or colleague to us and we are successful in securing them a new role, we will give you £250 of High Street vouchers of your choice as a thank you