IFA Administrator / Financial Services Support

Posted 7 March by Search Consultancy

Financial Services Administrator - Experienced
£20,000 - £30,000 (completely dependant on experience and knowledge)

I am currently recruiting for an experienced Financial Services Administrator position for a top Independent Financial Advisor company based in Durham. This firm provide holistic wealth advice to high net worth private and corporate clients. This incorporates various Investments, Personal and Group Pensions, IHT and Life advice.

You will provide administrative support to one of the Directors of the business which will include all aspects of pre and posts advice admin, report writing, diary management and client correspondence.

The ideal candidate MUST HAVE previous experience in supporting an IFA or Wealth Consultant and be technically proficient across the full product range. You must be organised, be able to work autonomously and ideally have some industry qualifications with a view to attaining more of these (full support will be given in this respect). You need to be skilled in pension transfers and TVAs also.

If you match the above then a fully negotiable, market leading salary, excellent benefits package, free parking and a fantastic working environment are on offer.

Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Required skills

  • ifa
  • pensions
  • avelo
  • investments
  • wealth
  • iress
  • "ifa administrator"
  • "fs support"
  • "pension transfers
  • TVAs

Reference: 34632425

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