Financial Planning Administrator

Location

Cambridge

Salary £25000 - £30000 TypePermanent WorkplaceHybrid Ref89785

Recruiter Managing This Role

IFA Administrator Cambridge Up to £30,000

The opportunity for an IFA Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.

This would suit someone who is a recent graduate with an interest in Investments/financial services and keen to complete their exams within the industry.

The Opportunity

Provide administrative support throughout the trade implementation process

Provide administrative support to the investment team on day-to-day activities such as trade support, periodic rebalancing, corporate actions, cash flows, client reporting, portfolio monitoring, performance tracking, model changes, internal MI

Develop a strong relationship between Advisers and the Investment ...