Senior IFA Administrator
An exciting opportunity has arisen for an experienced Senior IFA Administrator to join a practice in Newcastle.
Providing administrative and technical support to 2 advisers in an exclusive wealth management practice.
Providing administrative and technical support to an adviser
Providing solutions for clients, to be presented to adviser
Good knowledge of investments
Production of compliant and detailed client suitability reports and presentations
Help manage client relationship, including attendance at client meetings if requested, and taking/making calls in a polite and professional manner
Operating and demonstrating systems to clients where required
Liaising with advisers on a regular basis, to work on cases and provide updates
Prioritising workload in order to meet all deadlines
Able to work as part of a team
Knowledge of Transact is essential
Record keeping ? attention to detail is most important
Any other administration based duties that are considered appropriate to the role
Excellent interpersonal skills
Excellent communication skills
Good IT skills
Full FPC/CF qualification (or equivalent)
Company offers a very competitive salary plus discretionary bonus scheme.
For more information please contact Graeme Hyland on 07896 933622 or email firstname.lastname@example.org
Please visit www.idexconsulting.com for further opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies.
Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Tue, 07 Oct 2014 14:45:47 GMT