OCTAGON CONSULTANCY Salary
WOODLANDS GRANGE WOODLANDS LANE BRADLEY STOKE BRISTOL BS32 4JY
TIN: 07787430
OCTAGON CONSULTANCY Premium profile inactive Premium profile inactive
Earnings on positions in OCTAGON CONSULTANCY
OCTAGON CONSULTANCY is looking for employees for positions:
ifa administrator
Working hours
- full-time
Language
- english
Responsibility
- you’ll be self-motivated, highly organised and process driven
- we’re looking for someone who enjoys working as part of a friendly and cohesive team
- A successful firm of Chartered Financial Planners, based in Clifton, require an experienced Financial Planning Administrator to provide support to our Paraplanners & Financial Advisers
- A key part of your role will be to provide clients with an exceptional service, seeking to continually improve the client experience as well as developing and maintaining ongoing client relationships
- you will be working alongside Paraplanners, ensuring that all client administration is processed efficiently, in line with company processes and in a compliant manner
- processing clients’ requests for income, PCLS, Bed and ISAs, withdrawals, and portfolio switches
Education
- GCSE or equivalent
Requirements
- financial services administration, preferably in an IFA,: 3 years
Earnings on positions in OCTAGON CONSULTANCY
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2500 £