recruitukltd Salary: £23,000
We are working with an IFA firm in Cheltenham who are looking for an IFA administrator that is keen to progress their career, obtain financial services qualifications and work towards a paraplanning role.
Initially you will be providing support to advisers as well as providing an excellent service to the firm’s clients. Ideally candidates will have previous financial planning administration experience.
You will be involved with all general administration duties as well as being responsible for correspondence to and from clients, communicating with clients on the anniversary of their policies, process new business, input data. You will also be in charge of meeting preparations and some ad hoc research advised by the adviser!
For more information on this role please contact Louise Bibb on 01179170416 or email email@example.com
Quote reference 12511