IFA Administrator

  • Shortlist
Location CARLISLE, , Cumbria
Sector Financial Services
Salary £20,000 - £25,000 Per Annum
Type Permanent
Consultant Kate Black
Ref 59229

A fantastic opportunity has arisen for an IFA administrator to join a leading Accountancy Practice within the wealth division. The firm can offer a vibrant working environment and the opportunity to progress throughout the business. They offer independent financial advise to their clients and work closely with the accountancy team to provide an excellent service

The Opportunity

Due to expansion, the position has arisen for an experienced IFA Administrator to join the wealth team. You will be working within a small friendly team of three advisers and three support staff to provide continued support to aid with the smooth running of the business. Some duties will include sending letters of authority, liaison with investment companies to gain information, producing valuations and preparing meeting packs.

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice
  • Previous experience dealing with High Net Worth Clients desirable
  • An understanding of Pensions and Investment products advantageous 
  • Strong written and verbal communication 

What next?

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 a cheque for £200 if we assist them in securing a new career.