IFA Administrator

Peterborough, Cambridgeshire
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Cooper Lomaz is working with a successful IFA based in Ely. They are seeking an experienced Financial Administrator/ Paraplanner to join their friendly team.

The role will involve:

Undertake valuations for advisers
Calculate any balancing fees
Prepare files for client meetings
Completion of post client review tasks The successful candidate will have:

At least 12 months experience working with an IFA or Wealth Management company
Strong organisation skills
Good communicator
Good work ethic In return our client can offer:

£24,000- £28,000 salary may consider higher
22 days holiday + bank holiday increasing with years of service
Company pension scheme
Private medical insurance
Training and support
On site parking

Job Info
CV-Library logo
Job Title:
IFA Administrator
Company:
CV-Library
Location:
Peterborough, Cambridgeshire
Salary:
£24000 - £30000 Per annum
Posted:
Oct 25th 2024
Closes:
Nov 25th 2024
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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