IFA Administrator
Posted 2 days ago by Heat Recruitment Ltd
IFA Administrator
West Chester
£22-29K
Office Based
Are you looking for an opportunity to work in a supportive and professional environment?
Simply looking for a move to a more reputable and established firm?
This role could be for you!
We are working with a Cheshire based Wealth firm who are looking to grow their Admin team within their Chester head office.
Ideally this individual will have a background in IFA, however there can be some movement on experience so long as there is relevant financial services skills / understanding to transfer over.
IFA Administrator role:
- Support Paraplanners and Advisers with admin needs
- Point of contact for clients
- Update systems and manage clients files
- Speak to clients when required and update Paraplanners / Advisers with findings
- Some New business and report writing
IFA Administrator Requirements:
- Strong admin background and ideally wealth experience
- Ability to multitask and prioritise workflow
- Confident in both admin and telephone tasks
- Ability to commute daily to the office
If you are interested in the opportunity, and have the necessary skills, please contact Sam at Heat’s Manchester office.
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Job Reference:
- 85497
- Job ID:
- 221950357
- Applications:
- Less than 10
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