Job Ref: 212997449

Date: 2021-01-11 15:24:31

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Our client is well established financial practice based in Amersham is looking for a new member of their admin/ support team.

They deal with clients across the UK and offer advice on pension and investment products.

The ideal candidate will have 12-24 months experience of processing pension and investment applications, submitting and keying clients applications for products.

You will also be responsible for arranging meeting packs and client portfolios and producing suitability letters as per adviser requests.

You will fully supported in achieving level 4 qualification and the client will encourage career and personal development

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