IFA Administrator

Financial Services Administration

Reference ID

AL946

Category

Financial Services Administration

Salary

to c£26,000 pa + benefits

Contact Person

Angela Liscombe

Job description

IFA Administrator

West Bridgford (Our Ref AL946)

Full time role

Salary between £22,000 and £26,000

 

My client is a very well established and well regarded IFA based in West Bridgford, and they now have an exciting new opportunity for an experienced IFA Administrator to join their existing team.

 

Role will include:

Working in a team to assist the Advisers in the business

Dealing with HNW Client queries

Preparing paperwork for client meetings

Processing and following up on new business

Dealing with daily incoming and outgoing post

Logging of new business and keeping all tasks updated on Intelligent Office

 

The Person:

Ideally a minimum 3-5 years’ experience working for HNW IFA/Financial Planning Company

Preferred Experience in using Intelligent Office

Candidates must be professional, have exceptional attention to detail and a strong work ethic

 

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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