Wealth Administrator

Recruiter
Accountancy Divisions Limited
Location
Crawley
Posted
11 Jan 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Ref/US 7528

Wealth Administrator

Up to £28k

Crawley

A new and exciting position has arisen with my client based in Crawley for an IFA Administrator to join their lively and friendly team client support team.

Your key responsibilities will be:

  • Managing the Letters of Authority process

  • Submitting new business files

  • Chasing providers for outstanding documentation

  • Researching Employee Benefits and Auto Enrolment scheme options

  • Assisting in the client review process

The ideal candidate must have experience in Wealth Management/IFA Practice industry and be working their way through CII qualifications.

This is a highly progressive role working for a dynamic Company that offers excellent benefits.

Please send your CV ASAP to Ursula Sloan at Financial Divisions