plus real team spirited environment, full study

My client, with an excellent reputation in the area is an established wealth management practice where they take pride in providing expert financial planning advice to Private Clients and their families thus building and then maintaining strong Client relationships. With an impressive growth plan ahead of them, they are now looking for an IFA Administrator to join their Adviser support team.

Opportunity Highlights

Join a happy busy team of Administrators supporting 3 Advisers.

Fantastic opportunity for an IFA Administrator with 6/12 months relevant wealth management experience

Your support will be focussed on Investments, Pensions and Protection and you will enjoy interaction with their Clients.

Full involvement with all aspects of the support function including processing switches, top ups, withdrawals as well as preparing all documentation for Client meetings and acting as first point of contact for Clients.

Study support for RO exams offered.

Excellent list of benefits provided and full support for your personal development

To discuss this role in more detail, please contact Camilla Howden