IFA Administrator/Paraplanner - Wimborne


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.

  • Job Number: 26090
  • Salary: £25,000 to £32,000 
  • Sectors: Paraplanners
  • Types: Permanent
  • Locations: Wimborne, Dorset
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