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IFA Administrator

Posted 12 January by Accountancy Divisions Limited Easy Apply Ended

Ref: US/30607

IFA Administrator

Windsor

Salary up to £25k

A boutique Wealth Management Firm are currently recruiting for an IFA Administrator which has come about due exponential growth.

The role will be supporting the Advisers with the following duties:

  • On- boarding of new clients process

  • Letters of authority

  • Chasing external providers for information

  • Liaising with clients regarding any queries.

  • Ensuring all data is uploaded accurately onto their systems

  • There will also be a lot of ad-hoc duties

The ideal candidate must have worked within Financial Services/Wealth Management industry and now be looking for a new challenge in 2018.

You must have excellent communication skills and willing to be hands on with a "can do attitude".

Please send your CV ASAP to Ursula Sloan at Financial Divisions

Reference: 34210730

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