IFA Administration - team lead

Recruiter
ST Resourcing
Location
Bury
Posted
10 Jan 2018
Closes
09 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
If you are an Administrator in a Wealth management firm and feel you can offer more than your current employer allows or your role requires, then I have a perfect opportunity for you to develop your career. I have a team lead role available.

A leading financial planning firm are looking to bring on board an experienced IFA Administrator to support the existing Paraplanners and Advisers with the coordination and administration of all dealings with the client bank of high net worth private clients. You will be responsible for the private client area of the firm, and supervise less experienced administrators.

Salary on offer is up to 28,000 plus benefits

You will be involved in new business file preparations, annual review file preparations, contacting product providers and submitting new business. This is a senior role on the team and the potential to move into a team lead position in the future.

Full role specification on request. Please contact Peter Stebbings at ST Resourcing on 07817 661587


This job was originally posted as www.totaljobs.com/job/79145045