Great people. Great companies.

Financial and administrative support for bespoke IFA (ID:6809)

Job Role
Finance Jobs
Contract Type
Date Added
Date Expires
Banking and Finance, Financial

This is an exceptional opportunity to join a unique boutique finance firm. Dealing with all the support to the financial advisors including background research for the due diligence reports, calculating investment portfolio values, and preparing repots and letters for the IFAs. This role is highly detail orientated and includes varied and interesting admin support as well as calculations on illustrations and valuations of portfolios. You will need to be confident to communicate complex administrative requirements as well as enjoy working with numbers!


You will need to have excellent written and verbal communication skills as well as be highly numerate. You will be working within a very professional , fun, ambitious and outgoing team where progression and personal development is actively encouraged. This is a fantastic role for an Accounting or Business graduate, though other degree disciplines and applications from non-graduates will also be considered ? the attitude and potential of an individual are key!


For more information on the role and career opportunities within the firm please contact Verity Stokes on 0121 633 4443 or email

For further information how Katie Bard acts as an employment agency or as an employment business see our legal information.

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