Ifa Administrator - London, United Kingdom - Recruitment Connection
Description
Recruitment Connection Ltd- Published- 24th January 2023- Location- London, Finchley, United Kingdom- Category- Client Services / Sales Support- Job Type- Wealth Management- Salary- £25,000 - £30,000 + pension, DIS and PMI and discretionary bonus- Reference Region
- South East
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 management service where they manage investments for clients.
The company is seeking an administrator to work with the advisers in the company.You should ideally have:
- A 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.
- Diploma or some progression with industry exams but looking to progress them with company support.
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