Wealth Management Administrator, Kidlington
Wealth Management Administrator, Kidlington
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Kidlington, United Kingdom
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Last edited: less than a week ago
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Description
Would you like to work for a trusted, reliable company that is financially successful and does the right thing by its clients? An Oxfordshire independent financial services firm are looking for an accomplished IFA Administrator who believes in using their experience, talents, and ideas to further the Company. Working as part of a friendly supportive team you will be responsible for supporting the Financial Planner to ensure smooth delivery of excellent client service and client communication. It is essential you have experience working in an independent financial planning environment and have good knowledge of all financial services products, including: ISAs General Investment Accounts Pensions (all types, including Final Salary Schemes) & Drawdown Onshore / Offshore bonds EISs/VCTsOnly applicants who have the above experience and knowledge will be considered. The office is located on the outskirts of Oxford, with easy parking. This is a full time position working 9-5pm. Meridian Business Support is acting on behalf of our Client as a Recruitment Agency
Highlights
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Company nameName Confidential
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Job positionJob: Wealth Management Administrator
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