IFA Administrator
Office based
Ewloe
Up to £30k
This role is best suited to those with experience as an IFA Administrator but will also consider individuals with administration experience outside of financial services. There is progression potential within the business, as well as training provided to get you up to speed if required. Salary up to £30k.
The Business
The business is a well-established financial services firm who were set up in 2010. They have been going through a period of increased growth both organically and through acquisitions, having completed 15+ acquisitions in the last 5 years with two more in the pipeline.
They currently have just under £1 Billion in AUM and run their own fund. They are going through recruitment due to multiple internal promotions as well as requiring more support.
The Role
Within the role you will be providing administrative support to both Paraplanners and Advisors in the firm, including speaking to clients and providers, arranging meetings, processing new business, valuations and illustrations.
The Benefits
- Salary up to £30k
- Study support
- Progression potential
- Advisor/Leadership academy program
- Further benefits to be confirmed
If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator