Would you like an opportunity to work for one of the 100 IFA firms in the country who has been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Specialising in wealth planning, asset management and employee benefits. As they are independent, this allows them to provide objective advice that is aligned to client’s best interests, delivered by teams steeped in financial services knowledge and experience. They have built their company on integrity and trust, because doing what is right for their clients in best for their business.
Reporting to the Group Administration Manager, this newly created role will support the Central Administration Team in providing exceptional quality administrative and technical support to the client-facing teams. The ideal candidate will be an experienced IFA administrator with an excellent understanding of Intelligent Office (iO) as a back-office system. The role will primarily provide ad-hoc and rotating cover for our team of 20 administration staff across 15 client teams, with an emphasis on supporting the integration of new teams / acquisitions and training new administration staff.
Providing administration support across client-facing admin teams
Assist other members of the Central Administration Team with the training and development of new client-facing administrators
Intelligent Office project work
Experience and Qualifications
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