Senior Ifa Administrator - Weybridge, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

Weybridge, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

plus Bonus, superb opportunity with amazing benefits
Are you an experienced Senior IFA Administrator looking to join a thriving successful business where you will feel happy, included, and valued for your hard work and commitment? I am currently working with this highly respected award-winning independentboutique firm of Financial Planners and due to organic growth are looking to strengthen their Client Admin support team

Opportunity Highlights

Supporting a small team of very successful high billing Advisers
Delivery of an outstanding service to existing and new HNW clients with complex needs
Advice provided across pensions, investments, ISAs, Bonds, Trusts, and Protection
Minimum of 4 to 5 years IFA admin experience at a senior level
CII Level 4 Diploma studies will be supported.
Excellent supportive management team
1 to 2 days in the office only