St Albans | £25,000 to £30,000 depending on experience
A great opportunity has become available to work for a professional Wealth Management Company based in the heart of St Albans.
Previous experience as an IFA Administrator is essential
Your duties will include
To provide efficient administrative support to the Partners
New business processing and annual valuations
Preparation of correspondence including letters and emails
Maintain administration systems and ensure client data is accurate and up to date
Maintain diary management system with daily workflow
Preparation of initial and follow up meeting packs
And general office duties
Completion of RO1 exam is minimum expectation
Strong communication and IT skills
Ability to work within a team
The desire to succeed and move forward within the company
In return we will give you
A competitive salary, and excellent bonus scheme, paid parking pass, 22 days holiday increasing to 25, exam support.
Phone for further details regarding this fantastic opportunity.