Fixed Term Contract IFA Administrator
Fixed Term Contract|Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
- Acting as the first point of contact for clients and resolving client queries
- Supporting other members of staff
- Preparing for client meetings and sitting in when required
- Preparation of illustrations and key details
- Communicating with third-party providers
- Remaining compliant at all times
- Prorated salary
- Company pension
- The prorated holiday of 25 days
- Death in service
- Income protection
- Critical illness cover
- Previous experience working in an IFA firm
- IT literate
- Ability to work well under pressure and manage your own time
- Professional telephone manner
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.