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IFA ADMINISTRATOR, Barnet, To c£28/30k, hybrid working, part time also considered

Financial Divisions
Posted 5 hours ago, valid for 15 days
Location

Barnet, Hertfordshire EN5 5TN

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job is for an Adviser Support role in a reputable wealth management practice that values team spirit and offers excellent benefits.
  • Candidates should have approximately 6 months of IFA Admin experience or more, with opportunities for part-time work considered on a pro rata salary basis.
  • The position involves supporting two advisers with a focus on Investments, Pensions, and Protection, as well as interacting with clients.
  • Responsibilities include processing switches, top-ups, withdrawals, preparing documentation for client meetings, and acting as the first point of contact for clients.
  • Interested candidates should send their CV to Camilla Howden at Financial Divisions.

Excellent benefits, real team spirited environment, beautiful offices

My client, with an excellent reputation in the area is an established wealth management practice where they take pride in providing expert financial planning advice to Private Clients and their families thus building and then maintaining strong Client relationships. With an impressive growth plan ahead of them, they are now looking to strengthen their Adviser Support team.

Opportunity Highlights

** Join a happy busy team of Administrators supporting 2 Advisers.

** Your support will be focussed on Investments, Pensions and Protection

** Enjoy interaction with their Clients.

** Full involvement with all aspects of the support function including processing switches, top ups, withdrawals as well as preparing all documentation for Client meetings and acting as first point of contact for Clients.

** This role will suit either an individual with c 6 months IFA Admin experience or a more experienced IFA Administrator who would like to strengthen their skills even further within this field.

** Candidates wishing to work part time also considered on a pro rata salary basis

** Excellent list of benefits provided.

If you have IFA Admin experience and are interested in joining this practice, send your cv to Camilla Howden at Financial Divisions.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.