Job Information

Our client is an IFA practice who are a highly successful, directly authorised independent specialist financial advice company focusing on high net worth private clients in the Southend-on-Sea area. You will be joining a support team of 3 who provide administration assistance to 6 successful Wealth Advisers and Paraplanners.


Requirements:

· 1 Year+ in an IFA environment.

· Previous experience within an adviser support role

· Experience in systems such as; Avelo, Adviser Network, Intelliflo.

· Diploma qualified or progression towards Diploma qualification would be desirable.

· Ability to work accurately and in accordance with procedures.

· Excellent time management skills.

· Ability to work accurately and in accordance with procedures.



The Client would be able to support the candidate through their professional development to either Chartered Status for Paraplanning which depends on the candidate’s ambition.

For more information please contact scott.brookfield@cameron-james.co.uk