Job Details

Our client, an established Wealth Manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an experienced Administrator to support their Employee Benefits division.

The purpose of the role is to provide support to a number of technical advisers, liaise with third party product providers and insurers to gain policy information, illustrations and valuations and producing research via a number of mediums.

This is a fantastic opportunity for an experienced individual looking to join a forward thinking practice offering extensive training and support through further qualifications. One of the key selling points of the firm is its commitment to professional development.

It is a pre-requisite that any applicant holds the Certificate in Financial Planning or is progressing with studies towards doing so. Applicants with an understanding of Auto-Enrolment and aspects of Group Pensions and Group Risk will be viewed favourably.

For further information and a confidential discussion about this position, please contact Leanne Fairhurst on 0161 973 6900 or e-mail recruit@exchange-street.co.uk.