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