IFA Administrator role�- bespoke�Wealth Management practice
My client is Wealth Management firm in Newcastle-under-Lyme, looking to augment their small but successful�team by recruiting an experienced IFA/Wealth Management Administrator to join their town centre�office.
You'll be supporting the Financial Planners, booking client meetings, 3rd party liaison, processing transactions via Intelligent Office (IO), valuations, LOA's amongst other aspects�of financial services administration, making you a pivotal member of the team.
A competitive salary package up to �30.000 is on offer with this role with Pension benefits, holiday entitlement�& flexi-working are on offer with this office based role!�
Ideally you'll have a couple of years experience within�administration in an IFA/Financial Planning office, working through�RO exams, have attention to detail�and to be able to independently�progress�through your workload, would be�key, within this opportunity.
Experience with Intelligent Office (IO) would be ideal for this role!
Click and apply ASAP,�as a short list is being drawn up for interview!