EXPERIENCED IFA ADMINISTRATOR - Uxbridge - To £38k, Graduates considered at £23/25k plus..
+ great team atmosphere and benefits package
Are you an experienced IFA Administrator looking for a local opportunity with an extremely successful and established practice with an excellent reputation gained over their many years of operation? Due to a growing number of new Clients, they are looking to offer this opportunity to an experienced individual looking to be part of their growth programme.
Opportunity Highlights
** Supporting 2 Advisers with c 1000 Clients
** Clients include Private wealth and Businesses.
** Advice provided across pensions, investments, tax planning, mortgages, and protection.
** Varied role includes processing new and existing business, end to end administration, preparing documents for meetings with Advisers, follow up work, withdrawals, transfers .
** Mainly on pensions, investments, and tax planning.
** Entry Level Graduates considered in addition to experienced IFA Administrators
** Experience of FE Analytics and Intelligent Office advantageous
** Very friendly warm team
If you are based locally, please email me, Camilla Howden.
Reference: 52462856
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