Senior IFA Administrator
A opportunity has arisen within the financial planing arm of a leading City based Accountancy practice for a Senior IFA Administrator to provide high quality support to Financial Planners and Directors
Other duties will include working alongside Advisers who provide whole of market financial advice to HNW private clients. You will be working within a team consisting of Advisers, Paraplanners and Wealth Administrators.
Your role will be to provide technical support and advise to the administration team on a daily basis, duties will include; speaking with clients of the business, liaising with insurers, updating online systems, working in tandem with the Paraplanner on technical matters.
To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career in a more challenging role with high levels of responsibility. You should have fours years experience as a minimum working within either a Wealth Management or IFA environment.
Candidates will ideally have made progress towards CertPFS (or must be happy to study for exams) . You will be given full training and support to attain further exams and progression within the business will be available.