IFA Client Administrator

Recruiter
Zoot Recruit
Location
Cheshire
Salary
£18,000 per annum
Posted
09 Sep 2017
Closes
07 Oct 2017
Contract Type
Permanent
Hours
Full Time

Award Winning IFA Practice based in South Manchester, Cheshire are currently looking to recruit an additional IFA Client Support Administrator.

This is a great opportunity to join an established team with high energy and progress your career with study support.

Responsibilities

  • Provide financial planning administration support to the Advisors and Paraplanners
  • Work with product providers to make sure client files are complete and compliant
  • Research products alongside the Paraplanners
  • Work on ad hoc projects
  • Administer and prepare invoices
  • Prepare Advisors and Paraplanners for meetings

About You

  • Must have experience working within a Wealth Management / IFA Practice
  • Ideally worked on Intelligent Office software or other wealth management systems
  • Team player : Must have experience of working within a small team

Benefits

  • Study support for Financial Services industry qualifications
  • Bonus
  • Pension
  • Free Parking