plus excellent benefits package available including generous holidays, exceptional bonus and a lot more
Wonderful opportunity for an experienced IFA Administrator looking for an to join a fast-developing wealth management firm where you are valued, highly rewarded for your hard work, and provided with the opportunity to develop your career even further. Based in their City Office you will be offered variety in your day-to-day tasks and enjoy supporting 2 dynamic high billing Advisers with all admin tasks.
Opportunity Highlights
- * Be part of a growing dynamic team of professionals all striving to provide a first-class service to their Clients
- * Support the delivery of the financial planning and advice process to their clients.
- * Work with New and existing Clients.
- * Processing of new client packs, create and maintain client records, work with 3rd party providers, prepare information/documentation for Client meetings, ensure follow up notes are documented and actioned
- * Enjoy involvement with projects to promote your personal development
- * Perfect opportunity for a Career Administrator or an experienced IFA Administrator keen to pursue their R0 exams
- * Strong communication skills, strong initiative and excellent communication skills are key
- * Solid IFA Administration ( minimum of 3 years) experience essential
- * Study support provided if required
- * Amazing benefits package and very competitive starting salary
Please contact Camilla Howden at Financial Divisions.