Job type: Permanent

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Job content

to their growing wealth management business

The Role

  • Portfolio Administration including annual reviews and valuations
  • New business processing
  • Liaising with product producers to ensure smooth process of all application
  • Pre & Post retirement pensions, protection benefits and Investment portfolios
  • Working with and supporting advisors .


  • Ideally business related degree
  • 2 years experience in a financial advisory or Life and pensions company
  • Good knowledge of microsoft word, excel
  • Ideally QFA or progressing towards qualification
  • Interest in Business and

Morgan McKinley is acting as an Employment Agency in relation to this vacancy.

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Deadline: 29-03-2024

Click to apply for free candidate


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