My client are a successful financial advisers located in Fareham and they are seeking an experienced client and adviser support to join their team
The successful candidate will be working on a 1-1 basis with an Adviser so the role will also have PA/Diary management aspects. The office is really busy and fast paced so they need to be able to prioritise and multi task. The individual also must have strong word and excel capabilities and a good level of written and verbal communication. Ideally the successful candidate would like to stay in the role for several years and build strong client relationships.
Previous Financial Services Industry experience
3+ years’ experience in a similar role within the IFA industry
Financial Services qualifications – ideally Investments Administration Qualifications
Good attention to detail
This is an excellent opportunity for an experienced client and adviser support to join a successful IFA practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.