Ifa Administrator - Birmingham, United Kingdom - Ortus PSR
Description
IFA Administrator
Location:
Birmingham
Salary:
£18,000 - £25,000
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
Responsibilities:
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and other third parties, to obtain any information that may be needed
Skills:
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired
More jobs from Ortus PSR
-
Operations Manager
London, United Kingdom - 1 week ago
-
Employed Financial Planner
Aberdeen, United Kingdom - 4 days ago
-
Ifa Administrator
Colchester, United Kingdom - 1 week ago
-
Ifa Administrator
Stoke-on-Trent, United Kingdom - 3 weeks ago
-
Paraplanner
Birmingham, United Kingdom - 4 days ago
-
Paraplanner
Truro, United Kingdom - 4 days ago