Job Location : York, UK
The Company: Extremely well-respected, client-centric focused IFA firm based in York looking to add an experienced IFA Administrator who ideally holds some basic suitability report writing experience to their adviser support team:
Package: £27-30k base DOE + annual bonus & full company benefits
The Role: A hybrid role working across wealth administration support and basic research/suitability report writing that is geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective.
The Person: Will ideally come from an IFA/wealth management background and have exposure to supporting IFA’s/financial planners across the transaction of private wealth focused financial advice:
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk
Salary : 27000 - 30000
Apply Now!