IFA Administrator role - bespoke Wealth Management practice

My client is Wealth Management firm in Newcastle-under-Lyme, looking to augment their small but successful team by recruiting an experienced IFA/Wealth Management Administrator to join their town centre office.

You'll be supporting the Financial Planners, booking client meetings, 3rd party liaison, processing transactions via Intelligent Office (IO), valuations, LOA's amongst other aspects of financial services administration, making you a pivotal member of the team.

A competitive salary package up to £30.000 is on offer with this role with Pension benefits, holiday entitlement & flexi-working are on offer with this office based role!

Ideally you'll have a couple of years experience within administration in an IFA/Financial Planning office, working through RO exams, have attention to detail and to be able to independently progress through your workload, would be key, within this opportunity.

Experience with Intelligent Office (IO) would be ideal for this role!

Click and apply ASAP, as a short list is being drawn up for interview