LEWIS INVESTMENT SERVICES Salary
79 CAVALIER ROAD OLD BASING BASINGSTOKE RG24 7ER ENGLAND
TIN: 12533355
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Earnings on positions in LEWIS INVESTMENT SERVICES
LEWIS INVESTMENT SERVICES is looking for employees for positions:
ifa administrator
Working hours
- full-time
Responsibility
- lewis’ is a well-established and growing firm that is looking for a motivated, diligent, and experienced Administrator to join their team
- assisting the Financial Advisers with all aspects of Financial Services Administration. Using electronic database
- being part of the administration team providing support to both our clients and advisers
- dealing with client or provider queries promptly via telephone and email
- learning our electronic back-office database
- update and maintain back-office systems and client files
- assisting with client or provider queries
- within this role you will join the team assisting the The Lewis Workplace Pension Trust Line Manager to provide support to the Financial Advisers and Paraplanners to deliver a high standard of service
Requirements
- previous Pension Administration experience within an IFA is desirable
- understanding of financial planning process and products would be advantageous