Senior IFA Administrator
To £30,000 plus benefits
Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High Net Worth client portfolio. This firm has fully returned to the office.
Working alongside a Financial Planning Director and another IFA, you will be responsible for providing administration support including:
New business processing
Investment valuations
Quotations
Provider and other third-party liaison
Compliance checking
Database management
High level of client contact
Prepare for client meetings
Completing post meeting action points
Applicants must have support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and knowledge of a range of financial planning.
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