An exciting opportunity for an IFA Administrator has opened at an multi-award winning, independent financial planning firm that specialise in all aspects of savings, cash management, investments and wealth structuring for both corporate and personal clients.
They ensure they build lasting relationships with each client and they pride themselves on the highest level of personal advice and professionalism that they provide for every client.
You will be joining a very well-established, chartered firm, into a small and friendly wealth management team.
This is a fantastic opportunity to build on your industry knowledge by working with an established team of administrator and paraplanners to provide high quality support to the firm’s Chartered advisers. This firm encourages their staff to continue to develop by providing training and qualifications.
What’s needed for me to be considered?
- You will ideally have previous experience working within a similar fast paced financial services environment
- Excellent communication, both written and verbal and attention to detail is essential to succeed
- Financial services qualifications would be a bonus.
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 if we assist them in securing a new career.
Job Synonyms: IFA Administrator, private client administrator, financial planning assistant, IFA Assistant