Job Description

My client is a well-respected and Chartered IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service.

They embrace the use of new technology and have a well-qualified support team assisting the IFA’s to make the best decisions for their clients.

They provide tailored financial planning advice and really go the extra mile to provide a personalized service.

A fantastic opportunity has been created for an experienced administrator to join a bespoke, growing business and work within a highly qualified team to provide assistance to the firms paraplanner and financial advisors.

Ideally you will have a strong track record of administrator and have experience of working closely with HNW clients on a regular basis as client contact will be regular.

Required Knowledge, Skills, and Abilities

Previous experience within the IFA practices is preferred. Knowledge and understanding of the FCA regulations. Effective communication, both written and verbal. Have a professional, proactive and positive attitude. Knowledge of Avelo and FE Analytics would be highly desirable.