Ifa Administrator - Camden, United Kingdom - Recruitment Connection Ltd
Description
IFA Administrator
London
£25,000 - £30,000 + pension, DIS and PMI and discretionary bonus.
My client provides a comprehensive financial planning and discretionary management service to clients. They offer investment advice, pension and protection planning to both corporate and individual clients as well as a discretionary investment managementservice where they manage investments for clients.
The company is seeking an administrator to work with the advisers in the company.
You should have:
- Ideally one years experience in an IFA or similar
- An understanding of wealth management practices and processes and the ability to communicate them clearly and effectively or a strong leaning towards mortgage admin.
- Has an understanding of holistic financial planning strategies & solutions.
- A passion for doing things well, with accuracy, detail and great presentation.
- Professional, positive, energetic, supportive and friendly. A strong team player.
- High level of integrity, work ethic and selfmotivation.
- Ideally some progression with industry exams and looking to progress them with company support.
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