Job Description

My client is an award winning chartered financial planners providing award winning holistic financial planning and discretionary fund management. They are seeking an experienced administrator who is looking to work for an expanding and successful company.

You should have:

• A min of one year’s experience in an IFA
• An understanding of wealth management practices and processes and the ability to communicate them clearly and effectively or a leaning towards mortgage admin.
• Have an understanding of holistic financial planning strategies & solutions.
• A passion for doing things well, with accuracy, detail and great presentation.
• Professional, positive, energetic, supportive and friendly. A strong team player.
• High level of integrity, work ethic and self-motivation.
• Diploma or some progression with industry exams but looking to progress them with company support.

Required Knowledge, Skills, and Abilities