Senior IFA Administrator
A fantastic opportunity has arisen for a Senior Administrator with a leading HNW Wealth Manager in the Kidlington area.
This business has an excellent reputation for creating impartial financial solutions for both individuals and companies. It is undoubtedly one of the finest financial practices in the area within which to forge a great long-term career, and it offers a superb working environment.
This role will be suitable for you if you have a background as a Senior Administrator within the Financial Services industry. You must have worked in a financial practice, or wealth management firm, and have a good understanding of financial products including Pensions and Investments.
You will be required to provide proactive and efficient administrative support to Wealth Management Consultants, whilst ensuring that a first-class customer service is delivered to clients on all financial planning matters. In addition, you will ensure that all new business documentation is accurate and processed in line with agreed service standards. You will also assist clients with non-advice related queries; liaising with third parties on their behalf, alongside providing assistance to less experienced members of the team.
You must have good attention to detail, together with excellent customer service and communication skills. Just as importantly, you must have the ability to work towards tight deadlines, prioritise workloads, and manage various ad hoc projects.
In return, you will receive an attractive basic salary, fantastic benefits, and a genuine career development programme.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment
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