Senior IFA Administrator
This highly respected and well known Chartered Accountancy practice based in Oxford continues to grow through strategic partnership giving rise to a larger amount of partners who can provide leads to their established financial services division. As a result, they currently have a requirement for Senior Administrator to join the team to provide the necessary support.
Advisers at the firm provide a high degree of client care and are noted for their excellent technical knowledge covering investments, specialist pensions such as SIPPs and protection, for both HNW individuals and corporate clients. It is therefore important that any new team member should adopt similar values and be prepared to continue their development through advanced study.
Responsibilities will include administration of new and existing business, maintenance of the back-office system, correspondence with clients and product providers, invoicing and general administrative duties.
To be considered it is vital that applicants have worked within the independent arena and have achieved FPC or equivalent qualification. In return the role offers an attractive salary and benefits package that will increase as the incumbent achieves advanced qualifications and takes on additional responsibility.
For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk.
More opportunities can also be found by visiting our website www.exchange-street.co.uk.
Source: