Are you an Administrator with some experience (current or recent) of working for an IFA or within a wealth management business? Would you like to work as part of an established and trusted local business? Are you keen to work with like-minded people on a part-time basis?
Fantastic! I have a role for you.
Our client, an extremely reputable and friendly wealth management practice, is looking for an Administrator on a part-time permanent basis. You will support with updating client databases, ensuring client files meet compliance standards, processing new clients, facilitating client reports and illustrations and other administrative tasks to help with the delivery of an excellent customer experience.
You will have previous IFA Administration experience, possess excellent organisational and communication (written and verbal) skills. In addition you will possess the ability to be detail oriented as well as having a can-do, flexible and proactive attitude.
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