Senior IFA Administrator role - Wealth Practice

Mitchell Hall Consulting
20000.00 - 25000.00 GBP Annual
16 Mar 2019
27 Mar 2019
Job Type
Contract Type

Senior IFA Administrator role - Wealth Practice

My client is a small but successful & established Wealth Practice based in Newcastle-under-Lyme and are looking to augment their team by recruiting an experienced IFA Administrator.

From day one, you will be part of a friendly, professional and busy team - giving full Administrative support to the Independent Financial Advisers dealing with a range of aspects from suitability report drafting, preparation of portfolio valuations and client documentation, so you will be an integral part of the team.

A competitive salary package with benefits are on offer for the right candidate i.e. the basic alone goes between GBP20,000-GBP25,000 per annum!

Ideally you with have good industry knowledge, awareness of products & regulatory/compliance requirements and experience as an Administrator within an IFA/Wealth practice would be essential. Good numeracy skills & knowledge of EXCEL will put you in good stead for this role.

Industry exams such as Cert in Financial Services or RO or JO qualifications would be preferable but not essential.

Click and apply ASAP as a short list of CV s are being drawn up as we speak!