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IFA ADMINISTRATOR (min of 12 months wealth management experience),
IFA ADMINISTRATOR (min of 12 months wealth management experience),
central-london,london
Nov 7, 2024
  • Hours Full Time
  • Salary 30000.00 - 34000.00 GBP Annual
  • Recruiter Financial Divisions
  • Closes 24 Jan 2024
  • Course No
  • Contract type Permanent
  • Recruiter Type Direct Employer
Description

plus study support, exceptional holiday allowance, bonus amongst other benefits

Amazing opportunity for an IFA Administrator to broaden your Admin skills with full study support, as part of an exceptional benefits package with the support of a dedicated management team to help you reach your personal goal.

Opportunity Highlights

Fully supportive and sociable team

Excellent mentoring and personal development plan offered.

Varied role including preparing valuations, supporting documentation for client review meetings, performing fund switches and rebalances, applications for client new business, uploading new business proposals and handling client, provider, adviser and paraplanner queries.

Will suit an IFA Administrator who enjoys a busy workload and variety in their working day

Ideal opportunity for an IFA Administrator with a minimum of 12 months experience

Full study support provided for RO exams.

Send your cv to Camilla Howden.

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