Financial Services Administrator
Financial Services Administrator - Wealth Management
Near Nottingham (Our Ref AL815)
Salary to £24,000 + benefits and discretionary bonus
My client is an award winning IFA organisation, providing professional financial advice to both private and business clients. They now have an exciting new opportunity for an experienced IFA Administrator to join their team.
The main focus of the role is to provide administrative support and valuations for two advisers, act as a liaison between work colleagues, advisers, clients and providers, alongside compiling basic suitability reports. Experience of Xplan and Morningstar would be an advantage, although full training will be naturally be provided.
We are looking for an individual who has previously worked within a financial services organisation, ideally an IFA practice, and who is supremely organised, pro-active with an ability to multi-task and has great interpersonal skills. Industry qualifications would be an advantage.
If this role is of interest, please apply in confidence with an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.