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IFA Administrator

Posted on Jul 2, 2019 by CV-Library

York, North Yorkshire, United Kingdom
Call Center & Customer Service
Immediate Start
£22k - £27k Annual
Full-Time
IFA Administrator

York

£20,000 - £27,000 + full benefits, exam support, training, relaxed office environment

This is a fantastic opportunity to work for a successful, established IFA firm in York as a Financial Services Administrator

The successful applicant will support the Independent Financial Advisors in all aspects of pre and post advice to provide clients with a first class financial advisory service.

The role allows progression in terms of acquiring industry qualifications and developing your technical product knowledge. You will be working predominantly within Private Wealth with a focus on Pensions, Investments and Life products.

To apply you must have experience working in a support role within and IFA or Wealth Management firm. You must be organised, be able to manage your work load and very personable to fit in with the vibrant and friendly office environment. The opportunity to move into more of a paraplanning role will be open to you if that's the path you would like to follow however if you would like to remain in more of an administrative role then that's absolutely fine.

In return you will receive an extremely competitive salary, good benefits package and be working in a relaxed and supportive environment.

If you meet the above requirements please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds (Apply online only), or connect via LinkedIn.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Reference: 210332989

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