IFA administrator – Central London

RecruitukLtd Salary: £22,000 - £28,000

My client is a leading financial advisory consultancy based in central London, established in 2005.  They specialise in providing advice to Private clients and small to medium sized companies based throughout the UK.  Their consultants provide advice on a range of financial matters including, Pensions, Investments, Mortgages, Tax and IHT Planning.   They are fully independent so provide completely non-biased advice ensuring that their financial plans are the best outcome for the client.

They use advanced computer software to aid their research of financial products and services, ensuring they are securing and advising on the best and most suitable deals for their clients.  They provide a professional ongoing service to their clients, reviewing their recommendations on an annual basis.

The firm requires a knowledgeable and experienced administrator who has worked in an IFA or wealth management environment previously.  The firm uses a multitude of platforms so someone who has used investment platforms is a must, you must also have a good understanding of different investment wraps and their benefits and rules.  The firm also uses ‘Selectapension’ on a very regular basis, so someone who has used ‘Selectapension’ would be at an advantage.

Qualifications isn’t a pre-requisite, but if you have some qualifications it would prove your commitment to the industry.

My client is offering a competitive salary, paying up to £28,000 per annum, also on offer is 3% pension contribution and health cover.

Please contact Louise Sheppard at Recruit UK on 0117 917 0411 or email louise.sheppard@recruitukltd.co.uk if you would like more information or if you wish to apply. Please quote reference 11616

 

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