IFA Platform Associate

Recruiter
Anthony Alexandra
Location
Woking
Posted
12 Apr 2019
Closes
21 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

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.

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