Due to expansion, there is a brand new opportunity for an IFA Administrator to join a highly reputable, expanding firm with a 30 year history. They comprise of an experienced team providing advice, both face-to-face and online. We also have a dedicated pensions team, with in-depth technical expertise.
The firm have a strong ethos of fairness, support and provide value to their clients and partners and provide this through a range of complementary skills and specialisms including economics, law, banking, financial planning, pensions and IT.
They work together to provide a service tailored to the needs and circumstances of each individual client. The key to their success is that they value their employees and focus on continuous staff education, training and development.
- Conducting valuations
- Reviewing documents
- Act as a client liaison being the first point of contact for a range of clients
- Preparing meeting packs for Adviser meetings
- A range of administrative duties
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.Synonyms: Client Support, Adviser Support, Financial Services, Financial Administrator, IFA, Wealth Administrator, Client Services, Financial Planning, Wealth Management, Client Delivery, Paraplanner, Financial Adviser, Business Support, Sales Support