Ifa Administrator
2 weeks ago
An excellent opportunity for an IFA Administrator to join a directly authorised company in the North of England. The firm is looking for another administrator to join the team full-time.
The Company:
- Independent Financial Advisory firm
- The company focuses on providing the very best advice to their clients
- Client bank of a range of high net worth clients
- Relaxed but busy environment
The Benefits:
- Salary up to £28,000 dependent upon experience
- Ability to have shorter lunch breaks to trade in for time off on Friday afternoons
The Role
- IFA admin duties such as checking/updating client files, speaking with clients and general ad-hoc admin
- Will also involve suitability report writing where the advice and template will be given to you to write up
- Monday - Friday, 9am - 5pm
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Ifa Administrator
1 week ago
Cumbria, United Kingdom Finlink Ltd Full timeAn excellent opportunity to join a well-established firm of Independent Financial Advisers based in the South Cumbria area. The firm are directly authorised and have been running for almost 36 years. They are a growing business which is now part of a larger group. **The Role**: - Provide administrative support to the financial planners and relationship...
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Ifa Administrator
1 week ago
Cumbria, United Kingdom Finlink Ltd Full timeAn excellent opportunity to join a well-established firm of Independent Financial Advisers based in the South Cumbria area. They are directly authorised and have been running for almost 36 years. They are a growing business which is now part of a largergroup. **The Role**: - Provide administrative support to the financial planners and relationship...
