Chartered Wealth Practice IFA Administrator role
My client is a Chartered IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their-office in-Chester.
You''ll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries-and 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 -with Pension benefits, -Holiday entitlement-& CII funded exams, in this sought-after opportunity!
Ideally you''ll have 2 years experience within-administration in an IFA/Wealth-office, experience with IO-Intelligent Office, Investment Platforms, good IT skills, organised within your work, & knowledge of IFA administration-would be crucial, within this opportunity. The role is a full time, office based opportunity, for someone who wants to stay within the admin side for the near-future, rather than a stepping stone to paraplanning, straight away!
Click and apply ASAP,-as a short list is being drawn up for interview!