IFA Administrator

Job reference
Winchester, Hampshire, United Kingdom
Start date
To be arranged
Administration & underwriting jobs / IFA jobs
Contract type(s)
Full time
Date posted

IFA Administrator

Brighton , Horsham and Winchester .

C£25,000 (depending on qualifications) + a range of benefits inc pension 

My client is an award winning chartered financial planners providing award winning holistic financial planning and discretionary fund management.

They are seeking an experienced administrator who is looking to work for an expanding and successful company.

You should have:

  • A min of one years experience in an IFA 
  • 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 self-motivation.
  • Diploma or some progression with industry exams but looking to progress them with company support.

The company offer a superb centralised investment proposition with award winning platform, secure client web portal, cutting edge technology and numerous industry awards.

Ref:  5115

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