IFA Admin - Rushcliffe, Nottinghamshire, United Kingdom - North Oak Recruitment

Description

IFA ADMINISTRATOR - WEALTH MANAGEMENT
Salary to c£26,000 - £30,000 plus bonus and benefits, depending on experience
Working from home part of the week can be agreed

My client is an established and professional wealth management organisation and they are now looking to appoint an experienced IFA Administrator who has preferably worked within an IFA / Wealth Management environment and has a positive and professional attitude with strong interpersonal skills.

To maintain and update client information within Xplan and AWS Morningstar
To assist the Practice Manager with operational projects
Pursue personal development of skills and knowledge necessary for the effective performance of the role
Ability to interpret data and produce recommendations with supporting evidence
Back office systems, preferable Xplan

• MS Office and Excel 4.

Good working knowledge of Microsoft Office & Outlook
Knowledge of XPLAN Software and AWS Morningstar would be an advantage
Have at least 2 years' relevant experience within Financial Services
Discretionary annual bonus following a year's service
~25 days holiday plus Bank Holidays
~ Enrolment into the Workplace pension scheme
~ Long-Term Sickness Policy
~ Hours - Monday to Thursday 9am to 5pm and Fridays 9am to 4pm (a discretionary benefit)

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