Product Features
Blog
Contact Us
Sign In
Coast Specialist Recruitment
,
Weybridge, Surrey
Assistant IFA Support Administrator - Wealth Manager To £31k
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £23,000 per annum |
Overview
Our client, a well established, successful Surrey based IFA practice, providing advice to clients across London and the South East, is looking for a skilled Pension and Investment Administrator to join the team in supporting a small HNW team of IFA's. You will be processing business, preparing files for meetings, having exposure to pensions and investments, assisting the paraplanner and liaising with clients and providers. This is a busy and responsible role within a company that has high standards in giving an honest, ethical and professional service. Long standing relationships is key within this business. Regionally, this client is recognised an a quality employer, offering a busy and progressive role. It's busy and fulfilling with a good team spirit. They will fully support professional study. The role is available immediately for interview and will offer a long term career opportunity for a technically minded individual.