Location
Ewloe
Salary £22000 - £29000 TypePermanent WorkplaceOn-Site Ref85497
Recruiter Managing This Role
IFA Administrator
West Chester
£22-29K
Office Based
Are you looking for an opportunity to work in a supportive and professional environment?
Simply looking for a move to a more reputable and established firm?
This role could be for you!
We are working with a Cheshire based Wealth firm who are looking to grow their Admin team within their Chester head office.
Ideally this individual will have a background in IFA, however there can be some movement on experience so long as there is relevant financial services skills / understanding to transfer over.
IFA Administrator role:
1. Support Paraplanners and Advisers with admin needs
2. Point of contact for clients
3. Update systems and manage clients files
4. Speak to clients when required and update Paraplanners / Advisers with findings
5. Some New business and report writing
IFA Administrator Requirements:
6. Strong admin background and ideally wealth experience
7. Ability to multitask and prioritise workflow
8. Confident in both admin and telephone tasks
9. Ability to commute daily to the office
If you are interested in the opportunity, and have the necessary skills, please contact Sam at Heats Manchester office.
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