IFA Administrator + Progression Potential

Drew Chapman Search and Selection
11 May 2017
10 Jun 2017
Contract Type
Full Time

Due to the continued ongoing success of this boutique wealth management practice a new position has been created for an administrator to join their very friendly team.

You will be required to assist with the day to day general administration duties, filing, diary management, answering inbound calls e.t.c as well as assisting the financial planners with the administration of pensions and investments including, but not limited to, processing new business, obtaining policy information and requesting valuations.

In order to be considered for this position, suitable applicants must possess

  • previous experience of working within a similar capacity for a wealth management company dealing with High Net Worth Individuals.
  • strong communication skills both verbally and in writing
  • the ability to manage their own time effectively

The position would suit a candidate who wants to be valued in the workplace and feel like an important member of a team who function together. The position will involve dealing with some very wealthy individuals so the requirement for strong communication skills and accuracy is essential.

In return you will be rewarded with a competitive basic salary assistance to obtain further industry qualifications and a really lovely working environment.

Apply today for more information on this excellent role!