IFA Administrator
Salary
Salary – Up to 25,000 (dependent on experience)
Location
Job Type
Full Time
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A successful Financial Planning practice in the borough of Bridgend, our client needs extra support staff and is looking to employ an experienced IFA Administrator.
This is a busy practice who provide financial planning, wealth management, and tax advice to both personal and corporate clients and have an excellent reputation and standing within the industry.
Main duties will include:
¥ Providing full administration support to the Financial Advice team
¥ Liaising with Financial Advisers and the back-office team
¥ Making applications on behalf of company clients
¥ Preparing letters to send to both product providers and clients
¥ Preparing review packs for client meetings
¥ Support other areas of the business when necessary
¥ Building good working relationships with providers, clients, and prospects
The ideal candidate will have previous experience of working within Financial Planning as an Administrator, have working knowledge of financial products (e.g. pensions and investments) and be competent in using back office systems.
In return, our client is offering a competitive salary of up to £25,000 (dependent on background and experience) + benefits with the opportunity to contribute to the success and growth of the business.
For further information regarding this role please contact Ryan Bartlett on [email protected] or
01179 170410 / 07399 163960
Ref – 12958
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