Technical IFA Sales Support Administrator

Posted 24 November by Blakemore Recruitment
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A highly regarded national IFA firm is currently seeking an Experienced Technical Administrator to join their busy and growing team due to expansion and increased business levels. You will be working alongside the financial planners and directors of the firm and dealing with exceptional clients on a daily basis. Duties will include day to day administration i.e. processing new business applications, chasing outstanding information, research reviews and renewals, dealing with external companies as well as assisting the Paraplanners.

You will be encouraged to progress toward CF and Diploma qualifications and the role could progress to Paraplanning role in the future. The ideal candidate will be working as an IFA support currently and will be looking to progress their career. Knowledge of Iress and Exweb essential.

Excellent salary and career path on offer.

Required skills

  • Paraplanning
  • Wealth Management
  • Client Administration
  • sales support administration

Reference: 41749421

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