Chartered Wealth Practice - IFA Administrator role

My client is a Chartered IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office in Chester.

You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team.

A competitive salary package is on offer with this role, depending on experience with Pension benefits, Holiday entitlement & CII funded exams, in this sought after opportunity!

Ideally you'll have 2 years experience within administration in an IFA/Wealth office, experience with IO-Intelligent Office, Investment Platforms, good IT skills, organised within your work, & knowledge of IFA administration would be crucial, within this opportunity. The role is a full time, office based opportunity, for someone who wants to stay within the admin side for the near future, rather than a stepping stone to paraplanning, straight away!

Click and apply ASAP, as a short list is being drawn up for interview!