We are working with an award winning, national financial planning & investment management organisation to recruit an additional IFA Administrator. Our client is a well-known, respected organisation that work at the top end of the industry. They have grown considerably over the past few years and are on track to grow further - now is an exciting time to join!
Their current requirement is for an experienced IFA Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.
Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity.
The Role:
1. Build & maintain strong relationships with the Financial Planners and their clients
2. Work closely Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
3. Ensure client reviews are timely & appropriate as per documented service levels and in line with reg...