Client Services Administrator / IFA Admin - Leicester
Region : East Midlands
Job Ref.: NV:LEICSS2
Job InformationAn opportunity has arisen within a highly prestigious and boutique medium-sized IFA firm looking to expand due to the organic growth of their client base.
The position is based in Leicester within the Client Services team and will involve broad and extensive exposure to the market.
¬∑ At least 2 yearsí experience supporting within an IFA firm (not a bank/provider)
¬∑ Provide administrative support to the financial advisors and paraplanners
¬∑ Gathering information and assist with fund research, reports and valuations
¬∑ Processing to competition new business across pensions, life and investments
¬∑ Use various systems such as Adviser Office (Avelo) and XPLAN to maintain accurate databases
¬∑ Prepare client portfolios prior to meetings
¬∑ The successful person will be self-motivated, organised and knowledgeable
¬∑ Qualifications are desirable however not essential : R01, CF1 or FPC1 would be an advantage
This company pride themselves on nurturing and progressing their staff, making this opportunity one of a kind. Due to the natural growth of this firm opportunities for promotion will arise rapidly.
A comprehensive package is on offer with this role starting at ¬£18,000 up to ¬£25,000 depending on experience. Full study support is offered up to Chartered status, as well as a company pension.
If interested and have relevant experience please apply within and one of our consultants will be in touch.