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Senior IFA Administrator
My client is seeking a detail-oriented and experienced Senior Admin to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients.
They are a niche business and their clients typically have £1m - £5m portfolios.
You will:
- Analyse and prepare financial reports, effectively use IO system.
- Assist in creating financial plans and investment strategies.
- Provide excellent customer service to clients.
- Ensure accurate and timely completion of tasks.
Experience dealing with HNW individuals is ideal.
You should be proficient in maintaining organised records, with excellent analytical skills and attention to detail.
If you are looking to further your career in the financial industry and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Senior IFA Admin.
They are a brilliant business and it is a very relaxed environment.
You must have experience within an IFA practice. They will support with further qualifications if required.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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