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IFA Administrator up to 35k WEALTH MANAGER London W1

Posted 13 February by No1 Legal and Professional Ended
  • Our client is a well respected IFA firm based in central London.
  • You will have existing IFA financial planning practice experience.
  • You will have experience of providing full pre and post sales support.
  • Drafting suitability letters.
  • Dealing with pension transfer paperwork.
  • Arranging portfolio valuations for client reviews and meetings alike.
  • Knowledge of IRESS, 1st software and Intelliflo would be helpful.
  • Having good compliance knowledge.
  • Experience of tracking "pipeline" business.
  • Send us your CV asap - no1 legal and professional.
  • by submitting your CV to no1 legal and professional you are giving your consent to use your details for this express purpose. no1 legal and professional does not discriminate under the Equality Act and other relevant UK legislation. no1 and professional acts as a recruitment agency in relation to all permanent and contract roles.

Reference: 34107366

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