Our client is seeking an experienced IFA Administrator to join their team.
As an IFA Administrator, you will be closely supporting their Wealth Managers and Financial Advisors to ensure clients receive an efficient and effective service. Typically, your duties will include preparing documentation; writing letters to clients; organising meetings; processing cases; chasing providers and third parties; keeping clients informed throughout the process. This role could also include elements of paraplanning duties, depending on the successful individual.
Full duties to be discussed at interview stage
Our client is open to individuals who are keen to progress their career towards paraplanning.
IFA Administrator Requirements
The Company
This highly regarded wealth management firm has been established for over 20 years and delivers personalised wealth management and financial planning to private clients. They are backed by a Fortune 500 company.
IFA Administrator Benefits
Location
Golders Green
Call us now on 0208 0044 154 or click Apply
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Welcome to the company profile for Premier Jobs UK on LinkedIn.
Premier Jobs UK is dedicated to providing the highest standards of quality in recruitment search and selection for the financial services and banking industry.
Our Key Areas include:
Regulated Financial Sales Investment Consultants
Mortgage Advisors Training Personnel
Compliance Officers Sales Management
Banking Administration
Estate Agency Telesales
General Insurance Sales Directors
Our unique face to face and comprehensive approach through our nationwide network of experienced financial services consultants will give candidates an honest and open evaluation of their strengths and weaknesses, identifying suitable company vacancies from the market place to best meet their career aspirations as well as help preparing candidates for job assessment through our unique personal career training and development process.
Premier Jobs UK act as preferred recruiters for many of the major financial services
companies and high street banks across the UK from new trainee to director level.
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