Job Description

A fantastic opportunity has arisen for someone with IFA Administration experience living in the Berkshire area. A Wealth Management company is looking for an IFA Administrator to join their highly successful and productive team.

This is a great chance to become an integral part of a team of top-flight advisory and support admin staff. The job commands a generous salary plus a comprehensive employee benefits package.

To provide a snapshot of what this Admin role involves, if you were currently up and running in this position, these are some things you would have done last week:

Required Knowledge, Skills, and Abilities

Processed new business for individual and corporate clients. Used your extensive knowledge of investment bonds, ISAs, venture capital trusts, pensions, private medical insurance and life-related business in your everyday work. Competed valuations and illustrations. Prepared client packs for adviser meetings. Putting together draft suitability reports. You will need to be confident with Excel and Word.