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Ifa Administrator

4 months ago


Chester Cheshire, United Kingdom Mitchell Hall Consulting Full time

Wealth Planning Practice - IFA Administrator role My client is an 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 near Chester. You'll be supporting the Financial Planners & 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 & CII funded exams, in this sought after opportunity Ideally you'll have 2 years experience within administration in an IFA/Wealth office, working towards Level 4 Diploma or wanting to study for these exams, knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity. Click and apply ASAP, as a short list is being drawn up for interview