Job Details

 

Client Portfolio Administrator

Ref: HM/F/Ad Salary: £Flexible Contract Type: PermanentLocation: Folkestone

We are currently recruiting for an established and respected client in the area, that operates a Chartered IFA practice, where quality, integrity and relationships are key and at the heart of its approach to advising both individual and corporate clients.

This forward thinking company is searching for an additional individual to provide key administrative support within the team, where a strong academic background, outstanding levels of accuracy, numeracy, communication and IT skills, are all considered an absolute must, above all else!

This is not a general admin related role - we are searching for someone pretty special!

Although this is considered a specialist role, where there is no ideal candidate: it could be a wonderful opportunity for a strong A Level/Graduate entrant, who excels in handling analytical/statistical information, who can also deliver in terms of meticulous attention to detail.

Equally, this could suit a bright, vibrant, well-educated Administrator, perhaps looking for that next step in their career, but who too, can offer the essentials, in terms of numeracy, accuracy and high levels IT skills.

Working closely with the Paraplanning Team and Advisers, the main purpose of the role would be to assist with the administration of their client portfolios, for example, producing updated valuations, financial statements and analytical information, in preparation for ongoing client review meetings.

Applicants MUST HAVE a strong academic background, in order to meet the challenges and daily demands of the role and in addition, be able to offer a combination of:

- A strong work ethic
- A professional approach and appearance
- Quiet confidence
- Articulate communication skills

Please email your CV to:  Heather@rsfl.co.uk

 

APPLY

Consultant Details

For further information on this opportunity please contact:


Heather Morgan

Tel: 01303 220844

Email: Heather@rsfl.co.uk

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