Job Description

If you have mortgage Admin skills too this could be considered but is not essential.

The candidates must have a background within Financial Services across the IFA industry and in addition, ability to use the Intelligent Office System.

To be considered you must have a strong background in the Financial Services industry with the ability to support the Advisors and Paraplanners within the business in doing all the Administration linked to the Clients within Intelligent Office System.

Required Knowledge, Skills, and Abilities