Part Time IFA Administrator

Posted 8 March by threesixty selection Easy Apply

Small, long established IFA require solid administrator to come in 3, 4 or 5 days per week to assist the 3 advisers, and support staff. The technical Paraplanning is outsourced, and you will be expected to assist with all of the admisistration around the sales process.

They have 140 actively services clients, predominantly taking care of their investments, IHT, Cash flow planning, ex business owners, wealthy retirees.

  • Investment advice
  • Trusts and estate planning
  • Pensions and retirement planning
  • Comprehensive tax planning, including income, inheritance and capital gains
  • Life assurance and critical illness
  • Income protection insurance
  • Corporate pensions
  • Directors' shareholder insurance
  • Keyman insurance
  • Employee benefits
  • Lifetime cash flow planning

You will need to be a self starter and happy to work alone on the odd occaision.

Very close to tram stop. Modern offices.

25 days holiday.

9-5 although will be flex on core hours.

Pay up to 25k.

Free parking.

Required skills

  • Investments
  • Pensions
  • IFA
  • Administration

Reference: 34484021

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