IFA Administrator - 3 months fixed contract (possibly to Perm)

Taylor Court Search & Selection Ltd
28 Nov 2016
08 Dec 2016
Contract Type
Full Time
An exciting opportunity exists within a reputable, highly professional Wealth Management (IFA) company who are looking for a new Administrator/Suitability Report Writer to join their vibrant team. Our client provides a high quality fee based financial planning service predominately for HNW wealthy business owners, company directors, white collar professionals, inherited wealth clients and retired individuals and has done so successfully for many years. Responsibilities include; Financial Planning Suitability Reports/recommendation writing to be completed (only brief experience of this needed). To update, maintain and input data on the various databases, efficiently and accuratelyProcessing and monitoring of new business, agency changes, new client record creation and information obtainingTo maintain appropriate filing and recording systems for use within the office, including both manual and computerised recordsEnsure all supporting documentation is maintained as per company procedures Initial 3 months contract, with a view to going permanent if right qualities are shown Excellent scope for progression within the company to full Paraplanner or Junior/Trainee Financial Planner (if desired) with bonus, full benefits & all exams/exam material paid for. Refer to our website for further/contact details or call us to discuss; Taylor Court Search & Selection Ltd. info(at)taylorcourt.co.uk for fast-track applications