IFA Administrator MUST have Intelligent Office
IFA Administrator (MUST have Intelligent Office), Woking, 32K
Your new company
A successful, Surrey based boutique Financial Planning firm with a number of prestigious HNW clients, is now looking to hire a full-time IFA Administrator to join its team. The position has arisen due to the current incumbent going on maternity leave. The company sits in fantastic periodic premises based in Woking.
Your new role
As part of an energetic and fun team of 5, your core duties will include: client financial reviews, updating fact finds and valuations, preparing and implementing quarterly and annual reviews and occasionally assisting with the writing of suitability letters under IFA supervision.
What you'll get in return
You'll be entitled to an impressive salary of up to £32,000 plus a benefits package which includes: a pension, study support, 23 days' annual leave and free parking. Career progression is actively encouraged within the firm, with a potential path available towards Paraplanner and even IFA.
What you'll need to succeed
You will need strong experience of Intelligent Office/Intelliflo and general IFA administration experience for this exciting opportunity. Exposure to Standard Life Wrap would be an advantage.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.