Job Description

Working alongside a Director you will be responsible for providing administration and technical support including research, new business, report writing, valuations, quotations, provider liaison, compliance and database management. There is a high level of client contact and you will prepare for and attend client meetings as part of your day to day activities.

 

Required Knowledge, Skills, and Abilities

Applicants must have wide ranging support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills, technical knowledge and a high level of integrity.