My Shortlist

Your shortlisted jobs will appear here. To view your shortlist: Login Or Register

Date Added: YESTERDAY

Administration

Epsom, UK
Apply Now

Company: REED

Job Type: Permanent, FullTime

Salary: £29,000 - £35,000 per annum, Inc benefits

Administrator/Adviser Support

We are looking for an experienced administrator.Pay:


• Salary of £28,000-£35,000 p.a + bonus

Required experience:


• Wealth management admin support


• Back office systems such as X-Plan or Intelliflo, FE Analytics, Cashcalc


• Provider platforms


• Strong technical knowledge of pensions, tax efficient investments, portfolios


• And ideally in Equity Release, mortgages, IHT planning, and protection


• In processing cases in the fields mentioned above


• A good understanding of the FCA rules and how a financial services firm operates


• Very strong IT skills


• Excellent communication skills

Apply Now