Financial Planning and Investment Administrator
8 months ago
You know exactly what it takes to provide the best service to high-net-worth clients, and your experience shows that_
**Is this you?**
You are not just another Assistant, and your professionalism proves it. You have gained the experience working in a brokerage and you know exactly what it takes to provide the best possible service to the clients and the Advisors.
**What you’ll be doing (and why you’ll enjoy it)**
You are the guru at performing tasks on risk and investment platforms. You understand the basic processes for risk, unit trusts, and investments. You are competent in working on FSP online systems and on Microsoft Office. You know how to perform all instructions on X-plan and how to work on the company CRM.
**Where you’ll be doing it**
You will be working in professional offices based in Bedfordview and you will have the opportunity to join a team who believes in giving the best, specialist advice to high-net-worth clients. You will be exposed to a very innovative and modern business where you can showcase your industry knowledge, this is the type of company you’ll be proud to say you work for.
**What you’ll need**
**What you’ll get**
**How to apply**
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
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