Job Information

My client, an established firm of Wealth Managers, IFA’s and DFM,s are presently looking to expand their team by recruiting an experienced IFA Support administrator. The successful candidate must have previous financial office experience and be keen to progress with industry qualifications.

Working for a medium sized IFA.

Qualifications

Good O and A' level grades
Ideally will be progressing toward professional qualifications, however not essential.

Experience

HNW experience, new business, platform, Sipps, offshore etc.
Minimum 2 years’ experience working within an IFA.
Good knowledge of pensions/investments and protection with a bias towards HNW clients.

Process experience

Platforms
IRIS or X-plan

Personal Attributes

Hard working
Ability to work under pressure
Motivated
Conscientious
Personable

In return the client is offering a salary c. £25K, plus bonus and benefits.