An exciting and newly-created opportunity has arisen with a leading provincial Wealth Manager for an experienced Senior Technical Administrator to join its existing team.
Due to our client’s continued growth and success, the firm now requires a Senior Technical Administrator that can work closely with its Paraplanners and Advisors in all areas of technical pension and investment support.
The role will require you to have excellent knowledge of back-office systems and, where necessary, to implement new processes to the benefit of the admin team and Advisors. Excitingly, this role will see you be the ‘go to’ person between the Advisors and Paraplanners on a daily basis, speaking to providers and updating clients accordingly.
Whilst not essential, ideally you will already be Diploma Level 4 qualified, or working towards this. More importantly, however, is your existing knowledge of pensions and investments relating to private client high net worth advice.
You will benefit from working for a specialised and recognised wealth manager that will encourage you to learn new areas of wealth management. You will also be supported with further training and qualifications. Alongside this, you will benefit from gaining good exposure to top-performing Advisors who will only enhance your professional development and technical knowledge.
In addition to this superb opportunity to forge yourself a long-term and rewarding career with this highly admired business, you will receive a very attractive package comprising a competitive basic salary and a range of company benefits.
Please apply for an immediate response to Steve Lewis – Southern Branch
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