Job Information

A busy and successful firm of Financial Advisors requires an experienced IFA Administrator too support one of the partners in assisting their clients.

Main tasks:

Maintain Client and Portfolio records

To Assist in the preperation of client files for reviews

To assist in the production of recommendation reports

Making and confirming Client appointments on behalf of the Advisor

Preparing neccessary paperwork for Client meetings

Communicate with Product Providers

Some FInancial Services Qualifications would be an advantage

A full job description, salary and benefits can be discussed on application