Location: Sheffield, United Kingdom
Category: Finance
Salary: 23,000 - 27,000 GBP / yearly
Full-time
Join our team as an IFA Administrator (Client Account Executive) in Sheffield. Support report writing and administrative processes to assist clients in their investment decisions.
Assist in the advice process by attending meetings and communicating with senior team members. Manage the Report Writing Process and ensure compliance across all clients. Produce recommendation reports, conduct research, and maintain client files.
Enthusiasm for the financial services industry, attention to detail, collaborative team player, strong communication skills, commitment to learning and development.
Starting salary up to £27,000, study support for qualifications, generous holiday entitlement, progression opportunities, and more!
Join our team in Sheffield, England to grow in the financial services industry and be part of a supportive environment.