Ifa administrator

  • Cv Library
  • Stockport
  •   £25,000 - £30,000
  • posted 16 days ago
  • CV-Library.co.uk

Job description:

Client Administrator role - IFA Wealth practice My client is a Wealth Management practice looking to augment their successful team by recruiting an IFA/Wealth Management Administrator to join their office near Stockport. You #39;ll be supporting the Financial Planners, dealing with transfers, fund switches, client queries via phone/email, maintaining client records amongst other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between GBP25k/GBP30k P.A) with Pension/Insurance benefits Holiday entitlement, in this sought after opportunity! Flexible working and hybrid working will be on offer after a probationary period and my client is looking for a candidate who enjoys administration and wants to build a career on this side! Ideally you #39;ll have at least 1 years experience within administration in an IFA office, knowledge of Intelligent Office - IO would be desirable, good communication, organisational skills a strong work ethic would make you a good match for this opportunity. Click and apply ASAP, as a short list is being drawn up for interview
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