Job Description

We are proudly assisting our a Wealth Management and Financial Planning client look for their next IFA Administrator to join their growing business.

This is a busy role, involving contact with clients and providers so the successful candidate must be a good communicator and work well within a team.


Previous experience of working in an IFA/Wealth Management environment would be preferable, although we will also consider someone without FS experience who is keen to start a career in financial services and full training will be given.


Accountabilities:

  • Manage the administration workflow

  • Develop, consistently implement and review processes

  • Receive and implement requests from advisers and paraplanners

  • Register and utilise appropriate extranets/websites and other forms of e-business

  • Maintain up to date client records and data using our back-office database, Intelliflo Office

  • Maintain up to...

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