IFA Administrator

  • Job Reference: 25184855-2
  • Date Posted: 11 January 2017
  • Recruiter: Cameron James
  • Location: London
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Start Date: Sat, 31 Dec 2016 00:00:00 EST

Job Description

Our client is a firm of successful Financial Planners and Wealth Managers based in Pall Mall London. They require an IFA Administrator to support one of the Partners. You will be required to do Suitability Reports from Template. Ilustrations and fund switches using Co-Funds and Mutual Wealth. Ultimately the role will be one to one support. You should have good all round knowledge and come from a similar career background although they can train. Knowledge of IRESS, Advisor Office or Intelliflo would be useful. No qualifications are necessary. They requireT Chartered FInancial Planners and Investment/Wealth Managers based in Pall Mall. They are highly successful