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Client and Adviser support

Location: FAREHAM, HAMPSHIRE, UNITED KINGDOM Salary: 20,000-24,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 3 months ago Reference: X3-315354

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.

 

Skills/Experienced Required:

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.

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