RecruitukLtd Salary: £25k - £35k
We are representing an IFA firm in Worthing that is seeking a senior administrator/ paraplanner to join their small but perfectly formed team which currently consists of two financial planners and one administrator/ office manager. They are keen to bring someone in that will fit in well with them as well as take great care of their clients and someone who has enough experience to make an immediate impact on the job.
The firm is currently managing £120m AUM and their average client has over £300,000 to invest so the ideal candidate will have experience of working with HNW individuals. This isn’t a high pressured role as they are not taking on significant amounts of new clients; however, it’s imperative that their existing client bank is well serviced. They use a wrap platform to manage client assets and use a range of research tools and CRM system to maintain all client files.
Your role will include assisting with submittal of new business, ‘cradle to grave’ administration and some assistance with research and report writing. On a daily basis you will converse with clients, providers, peers and colleagues to ensure that client monies are successfully invested/disinvested as prescribed by the Advisor, that client communication is maintained and appropriate and that all documentation and files are kept up to date. You will be jointly responsible for ensuring that compliance procedures are adhered to and that timescales and deadlines are met.
Office hours are 9-5 though there is some flexibility. You don’t need to be a holder of the DipFA qualification, experience is key. However, should you wish to study towards the diploma of take other relevant qualifications then you will be fully supported.
This is a young, vibrant and financially stable firm that is offering a stable work environment and a competitive salary.
Should you wish to find out more about the vacancy or wish to apply, please contact Louise Sheppard at Recruit UK Ltd on 0117-917-0411 and quote reference 11595