IFA Administrator

  • Shortlist
Location Wellington , Shropshire
Sector Financial Services
Salary £20,000 - £25,000 Per Annum
Type Permanent
Consultant Lucy Warman
Ref 59252

This is an opportunity for an IFA Administrator to join a Chartered Independent Financial Adviser practice. The firm’s client relationships are based around understanding their client’s future objectives and going the extra mile to provide a personalised service.

The Opportunity

A fantastic opportunity has been created for an administrator to join a bespoke, growing business and work within a highly qualified team to provide assistance to the firms paraplanners and financial advisors.

The perfect candidate will have experience of working closely with HNW clients and have experience of being client facing.

The firm will also provide full exam and study support.

What’s needed for me to be considered?

  • Previous experience within the IFA practices is preferred
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude
  • Good product knowledge
  • Experience with Enable back office system desirable.

What’s 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 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.