IFA Administator - Sports Team
Our Client are a reputable firm of Chartered Financial Planners who are highly successful in what they do. Due to continued business wins and company expansion, they are opening a new office in the heart of Chester. An experienced Administrator is therefore required to join the new team and will initially be responsible for working alongside two, potentially three Advisers. This particular office will specialise in providing Financial Planning Solutions to sports professionals.
This is an exciting and interesting opportunity to work with Financial Planners who will be working with HNW Premiership Footballers. The successful candidate will join a down to earth and fun, professional and small team. As the main support function, the successful Candidate will need to be experienced in order to 'hit the ground'. Knowledge of Back Office Systems and Provider Platforms is required.
Daily duties will be varied consisting of;
" Processing new business applications
" Creating Client Illustrations & Valuations
" Use of Provider Platforms
" Liaising with very HNW Clients and Sports professionals
" Diary management and organising Consultants diaries
This is a very important role where you will have full autonomy, and will benefit from assisting with the business growth. Its an exciting venture for someone who has the desire to bring ideas to the table and help the Advisers in the growth of the Chester office. Candidates should be highly professional with the ability to interact and work well as part of a small team but also be able to communicate with HNW individuals. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required.