Intermediary Support Senior Associate

We are currently working with a leading Wealth Management firm who are looking to hire an Intermediary Support Senior Associate to join the support function of their market leading Investment and Pension platform.  Role Duties include:  Ensuring Brokers requirements are understood and met in terms of turnaround and accuracy Managing the opening of new accounts and account queries Actively seeking to add value to processes by introducing improvements based upon feedback Involvement in team projects.
Will take a lead role in business development projects Developing a comprehensive knowledge of pension and investment and extensive product knowledge Requirements Degree level in a Business/Finance related area QFA essential and CFP qualification desirable   A positive attitude, strong work ethic, flexible outlook and a high level of initiative and enthusiasm Strong attention to detail Customer service focused with a record of providing excellent customer service Benefits For more information or to arrange a confidential conversation please contact Aoife Stokes at