IFA Administrator

Competitive
Permanent
Guildford
11 Oct 2019
BBBH743972

We are currently recruiting for a growing Wealth Management business based in Guildford!

IFA ADMINISTRATOR

GUILDFORD

£23,000 - £27,000

We are currently recruiting for a growing Wealth Management business based in Guildford who are an Administrator to join a newly established team.

This is a fantastic opportunity for someone wanting career progression!

  • Providing full administrative support to the UK and overseas advisers and para planners
  • Scanning meeting notes and creating entries onto CRM system
  • Sending out advisory letters
  • Answering and dealing with client queries

Previous administrative experience gained within financial services and excellent communication skills are a must!

Morgan McKinley is acting as an Employment Agency in relation to this vacancy.

Please note that any references to salary or pay rates in this advertisement and in the salary refinement section are indicative only and should only be used as a guide.

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Kelly Hayman's picture
Manager | HR
Surrey +44 1483 453 555 | khayman@morganmckinley.co.uk