Financial Planning Administrator - Wealth Management arm of an Accountancy Practice
Our client is a successful leading Chartered Accountancy Practice whose IFA division offers professional, informed independent financial services and employee benefit advice to high-net worth clients. Due to expansion they are now seeking to employ an experienced IFA support administrator.
Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies and assisting Consultants i.e. requesting quotations and paperwork.
You should ideally be fully FPC/CF qualified and you should also have strong administrative ability proven in an existing IFA support environment. Knowledge of 1st Software is desirable.