Career Growth: Join a company that supports your development and offers opportunities for increased responsibility.
Flexible Working: Office-based with the option for hybrid work once settled, offering a great work-life balance.
Efficient Administration: Manage new business submissions and track progress across investment platforms.
Oversee client annual review packs from start to finish.
Solid background in Financial Services, particularly with IFA firms.
A can-do attitude and passion for delivering quality results.
Experience with Intelligent Office (IO) and Microsoft Office.