Experienced IFA Administrator

Posted 6 February by Blakemore Recruitment

We are currently recruiting for an established IFA firm based in Bishop's Stortford who are looking for an experienced IFA administrator within Wealth Management. To be right for the role you would have a proven track history in the business with or without exams and a knowledge of back office systems such as WRAP platforms and Selectapension.

The group schemes the business deal with are COMPS, EPPS, CIMPS as well as as individual wealth and IHT planning so a strong level of experience with these types of plans are essential.

The ability to follow procedures along with an aptitude for lateral thinking and proactive working will make you the perfect person for the role. In return you will receive ongoing training, ability to take exams and possible progression into adviser.

Required skills

  • Administrative Support
  • Financial Services
  • Wealth Management
  • Sales Support

Reference: 34405937

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