recruitukltd Salary: £23,000 + Discretionary Bonus
We are working with a Chartered IFA in London and the South East of England that offers clients expert Financial and Investment Management advice. They pride themselves on being able to handle complex financial affairs for high earners who need tax planning, school fees planning and wealth preservation advice.
Their office in Cambridge is looking for an experienced IFA administrator to join their small team of two. The ideal candidate will be able to go into the role with an ability to ‘hit the ground running’; liaising with clients, providers and colleagues, updating their inhouse CRM, gaining valuations, obtaining product/ policy information, obtaining identification documents and carrying out instructions to client portfolios.
In order to be considered for the role you will need to demonstrate a minimum of 1 years’ experience working in an IFA environment. You will have a fair understanding of the financial advice process, a basic knowledge of compliance requirements and be able to communicate effectively to ensure that clients receive a high level of service.
If you would like to be considered for the role please forward your CV to email@example.com
We are expecting a large number of applicants for this role. If you do not hear from us within 72 hours of application then please assume that you haven’t been successful.
Quote reference 12309