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Ifa Administrator - London, United Kingdom - Coast Partnership

Coast Partnership

Verified Company

London, United Kingdom

1 month ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Be part of a firm unlike any other.

An unmissable opportunity for an experienced wealth management administrator who has real ambition.

This role is with a dynamic, growing, IFA firm who put their employees above all.
Friendly and down to earth, the team spirit at this firm is second to none.

You will play an integral part in the team from day one and work closely with advisers, helping support them and providing excellent client service.

You will be developed, valued and listened to as you grow into a senior finance professional, whether that be paraplanner or financial adviser.

This is a company that will invest in you.

Role Responsibilities:

New Business Administration and Processing.
Support delivery of the sales process and client review process.
Client Servicing.
Maintenance of Client Records.
Managing and Reporting on New and Existing Business Income.
General administrative support.

Role Requirements:

-
Energy and passion:

Strong organisational skills.
Excellent communication skills.
Initiative.
Previous experience within financial services.
Competent use of Microsoft products.

-
Previous experience at a wealth management firm or similar is essential.

If this sounds like a great opportunity for you please don't hesitate to apply

Job Type:
Permanent

Salary:
£28,000.00-£32,000.00 per year

Benefits: