Posted on Jul 3, 2019 by CV-Library
The Company and Culture
Our client company is a leading Independent Financial Advisory firm, established in 1990 and through excellent development has become a public quoted company. Due to continued growth, they are looking to recruit an IFA Administrator. They pride themselves on being a people based business and promote opportunities for career development within the company wherever possible.
Roles and responsibilities for an IFA Administrator
In your role as an IFA Administrator, you will be supporting their Financial Advisers with administration, diary management, client queries and reporting. You will need to liaise with the clients directly both via telephone and email to collate information. In addition, you will undertake new business submission, non-complex case reports and some product research.
Requirements to be considered - IFA Administrator
You should ideally have experience as an IFA Administrator or worked closely with Financial Advisers. In addition, you should be interested in long term progression through undertaking industry exams to become a Paraplanner.
* Competitive salary
* Fantastic employee benefits package including: pension, DIS, flexible cash benefits, annual bonus, holiday and training/qualification funding.
* Career progression promoted to Paraplanner
* Flexible working hours of 35 per week
* Burgess Hill
Call us now on (phone number removed) or click Apply
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