PENRITH
This is an opportunity for an IFA Administrator to join a modern, professional and respected 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. This firm offers flexible/ part time working for their employees.
What’s needed for me to be considered?
- Previous experience within the IFA practices is preferred
- Good product knowledge
- Experience being client facing
- Experience with Intelligent Office 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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.