IFA Administrator – City

IFA Administrator
To £35,000 + Bens
City
This established and expanding IFA prides itself on delivering outstanding results for their clients by encouraging and developing their staff, using advanced technology and providing a collaborative environment.

This role would suit a motivated individual comfortable with administration but also happy to undertake some optional paraplanning responsibilities too if so inclined.

Specific responsibilities will involve back office administration, valuations and portfolio reports, research for advisers, liaison with clients and if suitable, producing suitability reports based on client needs and attitude to risk.

Opportunity for progression and development is excellent and the company is committed to personal development.

Experience of Intelligent Office, Wraps, Avelo, paraplanning on line, Financial Express Analytics would be advantageous.

Progress towards Diploma would be an advantage but is not necessary.

Apply to mail@jamesassociates.co.uk

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