IFA Administrator

3 days left

Recruiter
Cameron James
Location
London
Salary
28000.0000
Posted
02 Feb 2017
Closes
02 Mar 2017
Contract Type
Permanent
Hours
Full Time

Our client is a firm of successful Financial Planners and Wealth Managers based in Pall Mall London. They require an IFA Administrator to support one of the Partners.

You will be required to do Suitability Reports from Template. Ilustrations and fund switches using Co-Funds and Mutual Wealth.

Ultimately the role will be one to one support.

You should have good all round knowledge and come from a similar career background although they can train. Knowledge of IRESS, Advisor Office or Intelliflo would be useful.

No qualifications are necessary.

They requireT Chartered FInancial Planners and Investment/Wealth Managers based in Pall Mall. They are highly successful