Do you want to work for a reputable firm with a wealth of experience?
Do you have experience as an IFA Administrator or Wealth Administrator but perhaps you're looking for progression?
Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors?
Excellent, please do get in touch.
Working in a team of like-minded individuals, this role would be suited to someone who has previous experience as an IFA Administrator.
What are the day-to-day responsibilities of the IFA Administrator:
- Onboarding new clients
- Compile investment illustrations on behalf of Paraplanner
- Liaise with clients and providers regularly on queries, valuations, plan alterations etc
Required Skills and Qualifications:
- Previous experience as an IFA Administrator
- Strong communication skills both verbal and written
- Detail focused with a strong work ethic
The role does offer hybrid working a potential tax free bonus.