IFA Administrator
Salary
Salary - 18,000 - 23,000 (dependent on experience)
Location
Job Type
Full Time
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Our client is an established financial planning firm based in the Torfaen area, they are a successful company that provides financial advice nationwide to their clients in all areas of financial planning including investments and pensions.
This is an excellent opportunity for an IFA Administrator who can come into the business and support their Financial Advice team. The ideal candidate will be someone that has previously worked within a financial planning environment, has the working of knowledge of pensions and investments and someone who has experience of using back office systems.
The position has become available due to the promotion of one Administrator into a Paraplanner within the business.
Main duties will include:
¥ Supporting IFAs and Paraplanners with full administration support
¥ Pensions and investments processing
¥ Making applications on behalf of company clients
¥ Preparing letters to send to both product providers and clients
¥ Preparing review packs for client meetings
¥ Managing paperwork and record management
¥ Build good working relationships with providers, clients, and prospects
This is an excellent opportunity to join a successful growing financial planning firm, in return, they are offering a competitive salary of up to £23,000 with benefits for the right candidate.
For further information regarding this role please contact Ryan Bartlett on [email protected] or
01179 170410 / 07399 163960
Quote Ref – 12892
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