IFA Platform Associate
A well-established successful Independent Financial Advisers is currently looking to expand the team within their offices in the Surrey area. Our client is seeking a Platform Associate to provide support to the firms’ Financial Adviser in all aspects of Platform administration.
The successful candidate will be offered a great opportunity to join a business that believes in nurturing your career, valuing your commitment and rewarding you with attractive employee benefits packages.
The successful candidate will be:
- Carrying out day-to-day administration supporting Financial Advisers
- Produce platform reports for Financial Advisers
- Responsible for handling client enquiries
- Liaise with product providers
Candidates to be considered should have the following skills and experience;
- Over 1 years’ experience working within an IFA or Financial Services environment
- Previous experience with an Administration role
- Knowledge of Pensions and Investment would be an advantage
- Good academic background, achieved professional qualifications or working towards
If you are interested in this Platform Associate roleand have the relevant skills and experience then please apply now.