As an Experienced IFA Administrator you will be member of a team providing support to 3 financial planners
Your duties will be focussed on, but not restricted to, providing a pro-active approach to client servicing and business processing.
Requirements:
- Have previous experience as an IFA Administrator
- Have knowledge of investments and pensions administration
- Have knowledge of Intelliflo and platform providers
- Have exceptional attention to detail
- Must be at ease on the telephone
- Be highly organised
Benefits:
- Competitive salary reflecting level of experience
- Death in Service, Contributory Pension, employer-sponsored private medical insurance and 25 days holiday plus bank holidays
- Assistance with improving your industry qualifications and continuing CPD
- All the tea and coffee you can drink, the occasional foodie Friday or tasty Tuesday and a dynamic vibrant workplace!
The Job:
- 37.5 hours per working week
- Office based role in Shaftesbury with free parking
The company’s ethos is one of sustainability and responsible investing; acting with the utmost degree of integrity and professionalism at all times. Wessex Investment Management is a “Living Wage Employer” a member of The Organsiation for Responsible Businesses and a signatory to the United Nation’s Principles for Responsible Investing.
If you want to know more contact Lisa Bailey via email l.bailey@wessexim.co.uk or on 01747 859411
WEESEX INVESTMENT MANAGEMENT
NUMBER ONE, The Wincombe Centre, Wincombe Business Park, Shaftesbury, SP7 9QJ
Wessex Investment Management Limited is authorised and regulated by the Financial Conduct Authority.
