Experienced Head of Client Support / Office Manager & Team Leader

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Locations: London

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• Direct Line Manager to a team of 6 Client Support Administrators – 3 Wealth and 3 Corporate Administrators.

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• Advanced user of CT Suite - Enable, online fund switch trading

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• Model portfolio management.

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• Advanced user of following adviser sites: Aegon ARC/Cofunds, Scottish Widows, Aviva, Royal London, Standard Life.

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• Business processing: SIPPs, ISA, GIA’S, GPP’s, Term Assurance, Key Man, Shareholder Protection, Trusts, Death Claims.

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• Passed R01 & R02. Currently Revising for the CII (R05) Individual Protection module aims to be completing a Diploma in Financial Planning.

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Please contact simon@financialcareersltd.co.uk for further information on this candidate.