Senior IFA Administrator/Private Client Administrator
Paul Charles Recruitment is delighted to be assisting this highly regarded Wealth Management/IFA firm in Bury St Edmunds, with their search for a Senior IFA Administrator/Private Client Administrator.
This position will be working within the HNW Wealth Planning team of administrators and Paraplanners.
The successful candidate is likely to be currently working within an IFA Support role and will very likely be at the top end in terms of exposure to carry out the role.
The ideal candidate will have experience of preparing client meeting packs, providing technical assistance and research and possess a confident telephone manner, attention to detail and ability to work under your own initiative is essential.
Ideally you will have sound pension knowledge to include SIPP, Drawdown, pension transfers, and , a knowledge of Wraps (Standard Life is their preferred provider), along with a general understanding of Investments, ISA, VCT, Offshore Bonds, Trusts, and Protection - individual or corporate.
You will ideally be working towards CF exams and/or the Diploma qualification.
On offer is an excellent basic salary together with an extensive and market leading benefits package.