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Permanent

IFA Administrator

Chester
money-bag 10000-500000 Annual
3176191734
Posted Yesterday

IFA Administrator Location : Chester Salary up to 32,000 + EXCELLENT BENEFITS and EXAM SUPPORT FREE ON-SITE PARKING BENEFITS: 9% Pension Scheme 25 Days Holidays + stats + Birthday Off Private Medical Insurance 4 x Life Assurance Group Income Protection Our Client, a large and independent firm of Chartered Financial Planners are now looking to recruit in to their growing team in Chester. They are looking for someone who has already started a career within Financial Planning, and ideally who is now looking for the next step in their career that will offer exposure to working with High Net Worth Clients. The successful Candidate will provide direct support to some key Advisors, and will form part of a dynamic and growing team. Reporting in to the Financial Planning Regional Operations Manager, this will be an integral role with high exposure to Senior Wealth Planners and providing them with high quality financial planning support. This role would be the gap in the middle with the added technical knowledge on the side as someone that the team and Advisors could come to for help with basic tax queries and research, therefore those applying will have a basic understanding of Tax (Inheritance Tax) and to be able to calculate basic Tax calculations. Duties will generally consist of; " Taking ownership of specific client requirements and follow through to completion " Processing new business applications " Managing the client review process " Supporting the Financial Advisors ..... full job details .....

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