IFA Administrator

Recruiter
Financial Divisions
Location
Windsor
Posted
10 Jan 2018
Closes
09 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Ref:US/30607

IFA Administrator

Windsor

Salary up to £25k

A boutique Wealth Management Firm are currently recruiting for an IFA Administrator which has come about due exponential growth.

The role will be supporting the Advisers with the following duties:

·On- boarding of new clients process

·Letters of authority

·Chasing external providers for information

·Liaising with clients regarding any queries.

·Ensuring all data is uploaded accurately onto their systems

·There will also be a lot of ad-hoc duties

The ideal candidate must have worked within Financial Services/Wealth Management industry and now be looking for a new challenge in 2018.

You must have excellent communication skills and willing to be hands on with a “can do attitude”.

Please send your CV ASAP to Ursula Sloan at Financial Divisions
This job was originally posted as www.totaljobs.com/job/79134540