Recruit UK have been retained by a privately owned and growing chartered south west based IFA practice who provide financial planning and wealth management advice to private and corporate clientele.
Due to business growth they would like to speak with financial services administrators who are interested in a position within an IFA environment. You will be responsible for managing new and existing business, client accounts, pre and post meeting packs as well as general administration support to the business.
This is a unique opportunity where an experienced financial services admin can transition into an IFA environment with industry qualifications, and gain full training with a highly experienced team. On top of this you will receive full exam support towards your diploma, future progression opportunities and a competitive package.
• Experience of providing administration support within a financial services environment
• Basic knowledge of financial planning and wealth management services and products
• Committed to undertaking relevant training as well as working towards industry exams
• Previous IFA Admin experience or industry qualification’s (Advantageous)
For more information on this role, please contact Cariad Silk on 01179-170411 or email firstname.lastname@example.org Quote ref 12336
To apply for this job email your details to email@example.com