Due to organic growth, my client has an exciting opportunity for an experienced Senior IFA Administrator to join the team. As a fundamental part of the financial planning process, you will be providing support to the Advisers and Paraplanners.
As a Senior IFA Administrator/Relationship Manager, you will complete duties such as sending letters of Authority, dealing with 3rd party providers, arranging client meetings, preparation of meeting pack including illustrations and liaising with clients to ensure any queries are solved. You will be first point of contact for clients and arrange personal touch for clients, like birthday gifts etc.
The id Company offers excellent benefits, fully collaborative environment, and a fun place to be where you are rewarded for your hard work.
If this interests you and you'd like to find out more, please apply now and send your CV for Ursula Sloan at Financial Divisions, we can then discuss your career aspirations in more detail and ascertain if this is an opportunity you'd like to explore further.
Recommend a friend - if you recommend a friend or colleague to us and we are successful in securing them a new role, we will give you £250 of High Street vouchers of your choice as a thank you.