IFA Administrator (Entry Level)

Recruiter
Hays IFS
Location
Croydon
Salary
£18000 - £20000/annum bonus, study support, pension
Posted
09 Jul 2017
Closes
08 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
IFA Administrator, 20K, Croydon

Your new company
Out client is a leading UK Chartered Financial Planning Firm and Employee Benefits Consultancy which caters for private individuals, private sector companies and organisations. The firm's offices are based in the heart of Croydon, offering outstanding facilities to its staff.

Your new role
If you were thinking about a career within Financial Services and Wealth Management, this could be the opportunity for you. The IFA Administrator's role is to provide administration support for a team of Wealth Managers and Paraplanners for the company's corporate and individual clients. Duties will include: issuing Letters of Authority in order to gather data for various policy types, submission of new business application forms/paperwork, construction and delivery of Wealth Management client reports, typing fact finds for Wealth Management consultants, scanning and distribution of post, preparation of relevant documents ahead of client meetings and scanning and archiving of files when required.

What you'll need to succeed
Strong verbal and written communication skills, good Microsoft office skills and a strong desire to build a career within Financial Services!

What you'll get in return
A competitive salary of up to £20,000 plus a package including a 10% annual bonus, pension, study support, 30 days annual leave, group life, death in service, long term Incapacity benefit and a season ticket loan.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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