Enable job alerts via email!
A leading wealth management company is seeking an IFA Technical Administrator to provide vital administrative support. The successful candidate will assist in client interactions and maintain records, while contributing to process improvements. This is a permanent office-based role in Trowbridge, offering a competitive salary and benefits including bonus and ongoing training.
Direct Response Employment Services are recruiting for a IFA Technical Administrator to join our clients team on a permanent basis . Our client is a highly personalised Wealth Management company specializing in expert financial planning advice for business owners, and private clients.
Key Duties:
What we are looking for:
We are looking for someone who has previously worked within a financial planning practice or a candidate who has studied within RO1, CF1, FA1 or equivalent. You will possess excellent communication and organisation skills along with excellent IT skills including excel.
On Offer:
Please note this role is fully office based with no remote working.
If you have the above skill set and interested in discussing this role further then please get in touch for an immediate chat.