Our client is a well established wealth management firm providing advice in the following areas:
Pensions and Retirement Planning
Corporate Financial Advice
Client Services Administrator
To provide a full administration support service to Independent Financial Advisers
To include ...
The collection and accurate input of client data to central administration systems
Competent maintenance of Management Information systems
Client and Provider liaison
New business processing
Group Scheme administration
To comply with FCA rules and other applicable legislation (NB: Non-compliance is a disciplinary offence).