Financial Divisions Location:
Salary £20 24k
A leading nationwide Wealth Management Firm are currently recruiting for an IFA Administrator to join a team based in Wakefield.
Key responsibilities will be processing new business and documentation
Take full ownership of life cycle of transacted business
Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations and illustrations.
Dealing with client queries
Dealing with Adviser charge fee and commission queries
Ideally your background will be within the Wealth Management industry.
Company offers competitive salary and benefits. Please send your CV ASAP to Ursula Sloan at Financial Divisions
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