Dual IFA Administrator/ Report Writer

Recruiter
Reed
Location
Redhill
Salary
£25,000 - £29,999
Posted
19 Jun 2019
Closes
21 Jun 2019
Ref
1161633856
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Dual IFA Administrator/ Report Writer

My client are independent financial advisers who pride themselves in giving tailored and dedicated holistic financial advice to individuals, trustees and business owners assisting them to build, manage and protect their wealth for the short and long term future.

Due to organic growth and progression within the small scale practice based on the outskirts of Redhill a exciting dual role is available for a Senior IFA Administrator/ Report Writer.

You will be providing dedicated one to one administrative and report writing support to one of the businesses financial advisers, whilst working alongside your colleagues cover all aspects of adhoc financial planning administration.

Ideal candidates will have experience working within a IFA practice where they have dealt with whole of market financial planning products, with up to date industry knowledge. Although report writing experience is desirable it is not essential as full training will be provided alongside support towards the Level 4 Diploma in Financial Planning.

Similar jobs

More searches like this

Similar jobs