Job Information

This is a highly respected growing IFA who can offer a stable working environment and are able to support career progression for the successful individual. They are looking for IFA administrator whose long term goal is to be an Adviser.

You will report to the Administration Manager and Financial Adviser with technical admin support on a daily basis, duties will include; speaking with, report writing, research, updating online system and working with the Paraplanner on technical matters and all sales support.

Requirements:

• 1 Year+ in an IFA environment.
• Previous experience within an adviser support role
• Experience in systems such as; Avelo, Adviser Network, Intelliflo.
• Progressing towards Diploma qualification would be desirable.
• Ability to work accurately and in accordance with procedures.
• Excellent time management skills.
• Supporting the Paraplanners and Advisers with Suitability reports


If you are interested and have relevant experience please apply within and one of our consultants will be in touch.