IFA Administrator Partner Support
Our client is a firm of successful Chartered Financial Planners and Wealth Managers based in Pall Mall London. They require an IFA Administrator to support one of the Partners in the day to running of their clients and back office function.
You will be required to do Suitability Reports from Template. Ilustrations and fund switches using Co-Funds and Mutual Wealth.
Ultimately the role will be one to one support.
You should have good all round knowledge and come from a similar career background although they can train. Knowledge of IRESS, Advisor Office or Intelliflo would be useful.
This administrative role requires experience of dealing in the HNW market. Attention to detail, the ability to work unsupervised, under pressure and to tight deadlines are all essential.
Some FS exams would be beneficial but not necessary.