Senior IFA Administrator
This financial planning practice enjoys an outstanding reputation throughout England and Wales. Providing holistic advice to a select but substantial number of High Net Worth Individuals they are a successful firm with their funds under management at £750 million in the past year.
To support the firm’s fee earners and paraplanners they are now seeking to recruit an Experienced Senior Administrator to join their well-established team.
Providing a comprehensive degree of support it is imperative that applicants have a minimum of two years’ experience within an IFA practice and be team orientated, a quick learner, proactive and happy to use their own initiative. The individual will also have a high level of experience within pension, Investment and protection products.
Applicants with knowledge of 1st Software and strong technical skills will be viewed favourably.