IFA Administrator – Truro
Salary
Up to 25k
Location
Truro
Job Type
Full Time
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Recruit UK have partnered with a national, award winning financial planning company that are in an excellent period of growth. This is a great time to join a company that will allow you to grow as a vital part of a successful firm.
Their Management structure comprises industry leaders who recognise that their people are essential in delivering their excellent level of customer service. You will be encouraged and supported to unlock your true potential, building fulfilling rewarding life long career pathways.
As an administrator, you will work as part of a team to enable the advisers to maintain good relationship clients by liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking to completion. You will also need to ensure that client information database is accurate at all times and that the business is supported and enabled to deliver an excellent service to its customers.
You will receive a competitive salary up to £25k and benefits package as well as opportunities for career progression to match your career aims and ambitions.
Ideal Candidate;
- Experience in a fast paced Financial Services Administration role
- Desirable experience in a regulated environment