We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future
Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
Role: Technical Administrator (x2 Vacancies)
Financial Planning Administration (FPA) is the advice support unit responsible for assisting with the processing of new business activities, liaison with client facing staff across advice and Product Providers.
To provide high touch, qualitative support to aspects of the client journey particularly focussing on supplementing and supporting the paraplanning activities and objectives of that role. We will also consider candidates who are looking to progress down the Paraplanner path over time.
Skills, Knowledge & Experience Required