A successful firm of IFAs (Wealth Management) based in Wimborne, offering informed and independent financial services, are seeking an enthusiastic IFA Administrator. This is a great opportunity to work with HNW individuals within an established and forward-thinking wealth management firm.
Duties will include day to day administration and assisting the Chartered IFA (both Individual Life & Pensions) by requesting quotations and paperwork.
* Applicants are expected to have strong administration skills gained from within the Wealth Management sector or IFA firm.
* Ability to work within time scales.
* Excellent general IT skills.
* Qualifications are desirable although candidates who are qualified by experience will also be considered.
* Knowledge of Iress Adviser Office back office system and Standard Life Wrap.