IFA Support Coordinator

4 days ago


Oxford, Oxfordshire, United Kingdom Aspire Recruitment Solutions Full time
Key Responsibilities
As an IFA Support Administrator, you will be responsible for providing exceptional support to our wealth management business in Oxford. Key responsibilities include working closely with advisers and clients, liaising with product providers, and sending Letters of Authority. You will also gather accurate information, produce portfolio valuations, and provide a friendly and professional point of contact for clients and enquiries.

With a competitive salary up to £35k and benefits such as pension and death in service benefits, and 25 days holiday per annum, this is an attractive opportunity for career progression within the Financial Services industry. Flexible working arrangements and support for further qualifications and study leave make this role even more appealing. For more information, please get in touch with Helen Spriggs on linkedin.
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