Back to search
Very good benefits package includes very generous holidays, Xmas close , salary sacrifice scheme, DIS, Volunteer charity days, study support, Bonus.
Excellent opportunity for an experienced IFA Administrator to join a well-established, reputable Chartered Wealth Management firm where you will enjoy autonomy and be part of a professional, friendly team supporting HNW/UHNW Clients with their wealth needs
Opportunity Highlights
** This role will suit either a Senior Career IFA Administrator who enjoys Client interaction or an IFA Administrator with R0 exam success looking for ahn opportunity to move into Paraplanning in the future.
** Take responsibility for technical admin queries as main point of Client contact
** Opportunity to act as mentor for less experienced team members
** Enjoy contributing in team meetings offering ideas re any advancement in processes
** 2 years + experience in a busy IFA firm essential demonstrating strong IFA Admin skills
** Will suit a highly organised, confident communicator who enjoys meeting deadlines and enjoys providing an exemplary service to their Clients
** This is a very sociable team, each member being self-driven, results orientated and with a strong team spirit
To apply for this great opportunity, contact Camilla Howden at Financial Divisions.
