Basic to £20,000 dependent on experience and abilities.
Our client is a successful leading Wealth Management Practice who offers professional, informed financial services and employee benefit advice to high-net worth clients. Due to expansion they are now seeking to employ an experienced IFA support administrator. Duties will include day to day administration i.e. processing applications; filing; chasing outstanding information; dealing with Life Companies and providing full support service to Consultants i.e. requesting quotations, valuations, paperwork etc. Ideally you will be working towards Financial Services qualifications and have a minimum of 2 year’s experience in the Financial Services market.
Knowledge and experience
•Experience in all areas of administration with particular focus on investments and pensions.
•Comfortable with investment and product research tools.
•Accurate written work and excellent communication skills are essential.