IFA Client Administrator
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.
- 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
- 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
- Study support for Financial Services industry qualifications
- Free Parking