To offer technical administrative support to the Private Client Director and Private Client Adviser within a successful team, while closely collaborating with the Senior Private Client Administrator. This dynamic position involves assisting the Private Client Director in delivering exceptional holistic financial planning services to both new and established clients. It is ideal for a self-motivated and experienced IFA administrator who thrives on proactive and collaborative work within a small team. The role presents an excellent opportunity for a candidate who is either partially or fully Diploma qualified and has aspirations to progress into a technical paraplanning role in the medium term. The right candidate will have access to our internal paraplanner training program.
Company And Role Overview –
Join our client in making a real difference! As a mentor, you will empower young people in schools and communities who are at risk of school exclusion, grappling with mental health issues, or involved in Serious Youth Violence. You'll engage with them through dynamic one-on-one sessions, vibrant after-school programs, exciting positive activities, and enriching holiday initiatives. Be a part of a transformative journey and help shape brighter futures!
Main Responsibilities –
Requirements –
Are you ready to kick-start your career in underwriting and be a part of an exciting and fast-paced team? Our client is on the lookout for an enthusiastic Underwriting Assistant who is eager to dive into the world of residential and commercial underwriting. Working closely with a senior underwriter, you’ll play a crucial role in securing new business while providing top-tier service to our clients. This is your chance to grow your skills, deepen your technical knowledge, and be an integral part of their success story. Join them and embark on a journey to become a key player in the underwriting field!