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Permanent

Ifa Administrator

Chester
money-bag 10000-500000 Annual
2971521908
Posted 1 week ago

Chartered Wealth Practice - IFA Administrator role My client is a Chartered IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office in Chester. You''ll be supporting the Financial Planners and Paraplanners, dealing with new business admin, client suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience with Pension benefits, Holiday entitlement and CII funded exams, in this sought after opportunity! Ideally you''ll have 2 years experience within administration in an IFA/Wealth office, experience with IO-Intelligent Office, Investment Platforms, good IT skills, organised within your work, and knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity, for someone who wants to stay within the admin side for the near future, rather than a stepping stone to paraplanning, straight away! Click and apply ASAP, as a short list is being drawn up for interview!

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