Job Details

Our client is a highly professional, fee-based Chartered Financial Planning practice offering a high degree of service to their HNW/UHNW client bank. Key to their growth is their understanding that it is not only their fee earners that drive business, but also the technical support structure that underpins them. Given the retirement of one of their key members of this team they now require an experienced administrator.

This is an extremely demanding position with a great deal of responsibility, so requires an individual with an excellent degree of technical expertise in the fields of pensions and investments, including SSAS, SIPP, drawdown and portfolio administration. Previous experience of working in a platform environment is vital as is an advanced knowledge of Avelo.

Signifying the depth of this role and the quality of candidate it requires the successful applicant must be prepared to lead and tutor on systems development projects.

Given the status of the role candidates must have the Certificate in Financial Planning as an absolute minimum but should be progressing to Diploma status in the near future. A strong analytical background and attainment of a mathematics A level or degree is also required. Alongside this should be a working knowledge of the most complex private client and corporate planning requirements with a flair for creative and flexible solutions.

To show their commitment to acquiring the best talent available, our client is prepared to offer an attractive package as well as a supportive, dynamic and challenging working environment. Staff at the firm have been in situ for many years, providing a solid platform for any new employee.

The position is based in Southport giving access to candidates from areas such as Liverpool, Preston, Chorley etc.