IFA Administrator

Negotiable

London

posted 25 Oct 24

Apply now

IFA Administrator

Negotiable

Apply now

About this role

IFA Administrator
London
Competitive salary + market leading benefits package, bonus, flexible working

Award winning Financial Planning organisation in London are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.

Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.

The successful candidate will:

* Have at least 1-2 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
* Detailed and working knowledge of regulatory requirements.
* Experience and knowledge of investments, pension plans and other financial products.
* Strong IT skills; basic MS Office package.
* Excellent organisational and communication skills.
* Strong numeracy skills.

The main duties of this role include:

Liaising with clients, fund managers, solicitors and accountants daily.
New business processing
Preparing Valuations, Illustrations & Quotations
Completing FCA compliant transactions.
Obtaining information from fund managers.
Sending letters of authority.
Working closely with advisers.
  • Contract Type

    Permanent

  • Specialism

    Accountancy & Finance

  • Working pattern

    Full Time

  • Job ref

    1234

  • Expiry date

    24 November 2024

Apply now

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