IFA Administrator

Recruiter
Financial Divisions
Location
Marlow, UK
Salary
Competitive
Posted
11 Sep 2019
Closes
11 Oct 2019
Ref
1222752187
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Full time IFA Administrator

Location: Marlow

Up to £28,000 per annum

Financial Divisions are currently working with a well-established Wealth Management firm that are seeking a new IFA Administrator. After expanding the past 7 years they have refurbished their offices to create a positive working environment and are looking at expanding the business in the coming years.

The role will be providing Technical support to the Advisers and Paraplanners who are for the most part chartered. They typically deal with High Net Worth individuals with investment amounts ranging from £500k to Millions.

The ideal candidate will have experience using Adviser Office and have a couple of RO exams towards the Diploma in Financial Planning alternatively a couple of years experience is also considered.

If you feel you are suitable for this role please send your CV Katherine Goodman at Financial Divisions

Alternatively, refer a friend or colleague to us and receive £250 High Street Vouchers if we assist them in securing a new career.

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