recruitukltd Salary: £27,000
We are working with a medium sized independent Advisor who typically advise HNW individuals and companies employing 500+. The majority of their business is introduced to them by other professional bodies and they are well Networked in the North London area where they are based.
They seek an Administrator to provide support to their Advisors and Paraplanners. The role will include the sending out of Letters of Authority, communication with Providers to obtain information requested by Paraplanner and Advisors, The receiving of requested information and add it to the client file. Response to client queries and preparation of client packs prior to client meetings.
This is an incredibly busy role that demands a high level of attention, impeccable organisation and quick on your feet thinking. You will need to have excellent communication skills to ensure that all parties involved including, clients, providers, paraplanners and advisers are kept up to date.
The role is offering a competitive salary and benefits as well as an excellent environment for you to work in.
If you would like to find out more about this role, please contact email@example.com or call 0117-9450-450, and quote reference 11703