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Experienced Head of Client Support / Office Manager & Team Leader

Locations: London

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

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

  • Model portfolio management.

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

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

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

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