CTT Group (UK) is seeking a Private Client Administrator who will support Paraplanners and collaborate with Private Client Advisers. The role offers progression toward Paraplanner or Private Client Adviser with exposure to pensions, investments, protection and corporate schemes.
You will handle letters of authority, withdrawals, valuations, client queries and annual review packs, while running the IFA back-office system and maintaining up-to-date data.
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Private Client Administrator — Path to Paraplanner/Adviser in Royal Leamington Spa employer: CTT Group (UK)
CTT Group (UK) is an excellent employer that values organisation and efficiency, offering a dynamic work environment in our busy Processing department. Employees benefit from a supportive culture that encourages professional growth through training and development opportunities, while enjoying the unique advantage of working in a collaborative team focused on delivering exceptional client service. Join us to be part of a company that prioritises meaningful contributions and fosters a rewarding career path.
