IFA Sales Support Administrator

Recruiter
DMD Recruitment LTD
Location
Farringdon
Posted
11 Jan 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our clients are a successful and rapidly expanding IFA based in the city. Due to expansion they are now looking for an IFA Sales Support Administrator to join their existing support team and provide administration support to the Independent Financial Advisers. Duties will include checking paperwork before proposals are submitted, valuations, Investment administration, processing new business and admin support to assist in completing basic recommendation letters. Candidates must have some experience of office administration within an IFA or financial adviser business. Financial planning qualifications would be a distinct advantage and preferred although not mandatory. This is an excellent opportunity to join a successful and stable wealth management business and would suit a professional and reliable individual who works well under pressure.