IFA Administrator

Reference: AL1097

IFA Administrator

Leicestershire / Derbyshire border (our Ref AL1097)

Salary £18,000 – c£25,000 dep on experience + benefits

 

Our client is a Chartered Financial Planning Company, providing Wealth Management & Employee Benefits advice to Corporates and Individuals alike.

They now have an exciting new opportunity for an individual to join their team in professional offices on the Leicestershire / Derbyshire border.

Initially, typical duties would include preparing client valuations, administering investment switches and supporting the smooth running of Group Risk Schemes such as DIS, GIP and PMI. That’s far from an exhaustive list and the role will develop in content along with your experience.

 

Strong Excel skills would be a distinct advantage.

 

Whilst a background in Wealth Management would be preferred, we could consider individuals new to the industry, who has a genuine interest in a career in Wealth Management. Equally, if someone has already been performing this role, but is ready to combine that experience with paraplanning, then this could be the opportunity for you!

 

You should be hard working, a team player, someone who can use their initiative and has a can do attitude. You will have the chance to work in a fast moving environment, alongside an experienced and successful team, that will help you grow and develop.

 

The package will be commensurate with your experience and skill set, with full support for professional qualifications.

 

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

 

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