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Job Details


JobsUK

Support Executive

Accounting 會計

Accounting

Yearly

GCSE/Scottish Standard Grades A-Level PhD 博士 Postgraduate or above 碩士或以上 Undergraduate or above 學士或以上 Intermediate apprenticeship 學徒

PSW Apprenticeship 學徒 華語工作 Contract 合同制 Full-Time 全職 Internship 實習 Part-Time 兼職

No

London, London, United Kingdom

A core aspect of the role is its relationship led. You'll need to be a people-centric, outgoing person. A technical administrative role, managing a variety of clients and their needs. Client Details I'm working with an exciting award-winning, Independent Financial Adviser. Based in Central London. They stand out from the crowd, are different from traditional IFA, and deliver an authentic and personalised service to their clients. They are focused on the person, not just the skills that you can bring to the team. An opportunity to develop in a wholly inclusive environment. Please note that we are only accepting applications from people with a disability or long-term condition for this vacancy. Description A core aspect of the role is its relationship led. You'll need to be a people-centric, outgoing person. A technical administrative role, managing a variety of clients and their needs. You'll support the team through training and mentoring Finance Administrators. Letter writing of ISA and JISA. Produce monthly reviews of new business cases. Management of business cases. Profile You'll have worked in an Independent Financial Advisers for a minimum of 3 years. You are completing a Diploma in Regulated Financial Planning. You have an understanding of advice areas. Job Offer Opportunities for internal promotions and dedicated career development. Work in a homely, lively office in central London.