Ifa Administrator - Camden, United Kingdom - Recruitment Connection Ltd

Recruitment Connection Ltd
Recruitment Connection Ltd
Verified Company
Camden, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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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.
**Ref: 5161
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