Administrator - Independent Financial Adviser (Ifa)

4 weeks ago


Honiton Devon, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full time

Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely and to support the Director.
Working in the office initially, the successful candidate will have the ability for more of a hybrid approach when self-sufficient.
Financial services industry knowledge is required; Adding fees and policies onto IO, therefore Intelligent Office experience would be beneficial.
Gathering data for policies for example platform due diligence
Willing to step in to help office manager/servicing manager in their absence.


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