IFA Administrator

Financial Services Administration

Reference ID

AL957

Category

Financial Services Administration

Salary

Competitive Salary + Benefits

Contact Person

Angela Liscombe

Job description

IFA Administrator

Warwick (ref AL957)

Competitive salary + benefits

12 month maternity contract, starting January 2020

 

My client is a well known, National IFA and Employee Benefits company and they have an opportunity for an IFA Administrator to join their team on a 12 month maternity contract.

 

As an Administrator within the Private Clients division, you will be working closely with a small team of IFAs, who provide holistic wealth management advice.  You will be responsible for providing efficient and effective administrative support, processing new business submissions, liaising with Paraplanners and IFAs to assist with the advice process and the creation of suitability reports as well as providing timely and accurate valuations.

 

The Ideal Person

 

You will have previous experience of working in a similar role (ideally in an IFA environment). Naturally, you will have excellent verbal and written communications skills, combined with a flair for problem solving and of course, excellent planning and organisation skills.

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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