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Great opportunity for career development and excellent financial rewards
Excellent opportunity to join a fast-expanding wealth management firm looking to strengthen their Admin Support team. If you are an experienced IFA Administrator with a minimum of 2 years relevant IFA Admin experience looking for a warm embracing team and a varied role where you can add value and be rewarded for your hard work, this business will offer you the exposure to work with high billing Advisers with complex client needs.
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 2 years) experience essential** Study support provided if required** Amazing benefits package and very competitive starting salaryPlease contact Camilla Howden at Financial Divisions.
