Home based Financial Planning Administrator

Financial Planning Administrator My client is one of the most highly respected Wealth Management firms in Northern Ireland, enjoying a great reputation for integrity and for delivering sound advice. They have experienced a tremendous, sustained period of growth over the last 6 years, and as a result of additions to their Advisor team now wish to appoint a further Financial Planning Administrator . You will be responsible for supporting the team with client portfolio management and the processing of data on investment platforms. Manage client databases on the back-office system, Intelligent Office (IO) Liaise and deal with investment and insurance companies, etc Office administration generally including the use of Excel, analysis, updating database and file scanning Previous experience in an administration support role in Financial Planning Knowledge and practical use of back-office administration systems including Intelligent Office or similar The benefits package is really great and includes: ~5% matching pension. ~If you meet the criteria and would be interested in a having a confidential chat about this opportunity, please call Iain Cahoon on 07798 844546 or apply now by uploading your CV via this Job Board.