My client is a Chartered Holistic IFA practice based near Solihull in Warwickshire who manage over £750million in client assets.

The role is for a Senior Administrator to join a friendly and welcoming team who regularly attend social and charity events.

Details of the role:

• Arranging and booking meetings for a team of Financial Planners
• Working closely with advisers and clients to deliver the proposition
• Processing new business, generating illustrations and valuations
• Working closely with management team

Candidate requirements:

• The successful candidate will have a background as a Financial Planning / IFA Administrator
• Be a team player
• Opportunity to take further exams all paid for and progression if required
• Knowledge of Intelliflo ideal but not essential

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