Job Details
IFA Administrator
Sector:Financial Services
Region : Greater London
Location: Finchley
Salary: Salary c. £25K, plus benefits
Job Ref.: sg11443
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.