IFA Admin Progression to Advisor
4 weeks ago
Are you looking to take the next step in your career as an IFA Admin? We have an exciting opportunity for a Technical Advisor Support role within a top wealth management firm in the Northwest.
This role involves supporting advisors by processing new business applications, fund switches, and investment withdrawals. You will also be responsible for managing client data, conducting product research, and utilizing systems like Adviser Asset & FE Analytics.
We are seeking a candidate with a background in an IFA practice who is looking to advance their career. As a Technical Advisor Support, you will be responsible for liaising with advisors, preparing valuation reports, and researching products and market trends.
Key Responsibilities:
- Liaising with advisors to ensure seamless support
- Preparing valuation reports to assist in decision-making
- Conducting research on products and market trends to stay up-to-date
- Managing client data to ensure accurate and efficient service
What We Offer:
- A supportive and collaborative team environment
- Opportunities for career advancement and professional growth
- A competitive salary and benefits package
We are an equal opportunities employer and welcome applications from candidates with a background in an IFA practice. If you are looking for a challenging and rewarding role, please apply today.
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