IFA Administrator

Posted 16 March by Accountancy Divisions Limited Easy Apply

Ref: US/16318

IFA Administrator


Salary £24 - 28k

I am currently recruiting for a Niche Wealth Management Firm in Rickmansworth, Hertfordshire.

My client is looking for an IFA Administrator to join their small but friendly team to come on board and support the Advisers and Paraplanners with their Administration.

You will process the on boarding on new clients, chase providers and manage the administration of pension transfers.

You will also management their events they do for their clients, so this will require you to be a driver as you will be travelling to venues and setting up the events.

Ideally you will have gained some experience within the Financial Services industry and be looking for your next role to further develop your skills.

Please do send your CV to Ursula Sloan at Financial Divisions

Reference: 34701860

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