Technical IFA Administrator

IFA Administrator - City of London, London

Ref: 109Tuesday 20 July 2021

£28,000 - £32,000

A Chartered IFA practice with offices in Central London and manage £220Million in clients' funds, have an opportunity for an office-based, Technical IFA Administrator to join their team.

 

What experience is required?

Use of Intelligent Office, Voyant, and FE Analytics

Retirement and IHT cases

Conducting Valuations

Basic suitability report writing skills would be beneficial

 

What’s in it for me?

Competitive salary up to £35,000 DOE

Ongoing training and development

Career path towards Paraplanning and Advice if desired

Fully funded exam support