Job Description

I'm working with an exciting award-winning, Independent Financial Adviser. Based in Central London. They stand out from the crowd, are different from traditional IFA, and deliver an authentic and personalized service to their clients. They are focused on the person, not just the skills that you can bring to the team. An opportunity to develop in a wholly inclusive environment.

• You'll be able to establish and nurture core client relationships.
• An entry-level administrative role, supporting a variety of clients and their needs.
• Prepare client portfolios.
• Accurate and consistent data entry.
• Detailed management of client reports.

What's on Offer?

• Strong package.
• Career development in a vibrant industry.

Required Knowledge, Skills, and Abilities

• You'll have worked in a financial services role with a minimum of 12 months of experience.
• Have a keen attention to detail.