Senior Administrator – Brentwood, Essex
Salary
c25,000
Location
Job Type
Full Time
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We are seeking an experienced IFA Administrator to join our client in Brentwood. Their office houses four IFAs and a supportive office team that provides a high level of service and financial advice on all financial matters such as Workplace Pensions, Auto Enrolment, Pensions, Mortgages, Investments, Healthcare, Retirement and Tax Planning.
Their office support team requires an experienced IFA administrator to join them and assist with the administration of ‘cradle to grave’ advice including new business administration, ongoing servicing and file maintenance as well as acting as a point of contact for client enquiries that come in via email, telephone or letter. The successful candidate will manage relationships between the client and Advisor, as well as communicate with providers to ensure that client policies are appropriately set up with agreed timescales and that ongoing valuations are maintained.
The team requires someone to join who can hit the ground running, so in order to be considered for the role you will need to have experience of supporting an IFA. The IFA is incredibly busy so doesn’t have the time to handhold. You will be expected to work on your own autonomy, have an understanding of financial products and services and be able to provide sufficient support to both the Advisor and his clients.
If you are interested in joining an incredibly successful team that promotes Work/Life balance, Strong relationships and Ethical working then please contact Louise Sheppard At Recruit UK on 0117-9170411 to discuss the role in more depth. To apply for the position please forward on your CV.
Quote reference 11564
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