Our clients are a successful and rapidly expanding small IFA with clients throughout the UK. Due to expansion they are now looking for an administrator to join their existing support team and provide administration support to the IFA’s. Duties will include valuations, sorting post, answering the phone, Client meet and greet, and some basic admin
Candidates must have some experience of office administration within an IFA or financial adviser business. Experience of using Intelligent office would be a distinct advantage. This is an excellent opportunity to join a successful and stable wealth management business that offers full professional exam support and fantastic career progression opportunities. This would suit a professional, ambitious, and reliable individual who has excellent attention to detail.
- Wealth Management
- Sales Support