Senior IFA Administrator / PA

Recruiter
Anthony Alexandra
Location
London, South East England
Salary
35000.0000
Posted
17 Jul 2017
Closes
16 Aug 2017
Contract Type
Permanent
Hours
Full Time

A leading IFA requires an experienced PA / Senior IFA Administrator to join their dynamic and growing team due to expansion and increased business levels. This is a fantastic opportunity to join a friendly and dedicated team, supporting the Directors and experience Financial Advisers. Along with the opportunity of a long-term career with an established organisation you will be rewarded with a competitive salary, achievable bonus for your hard work and very useful benefits package.

RESPONISBILITIES

  • Provide support to Directors of the business
  • Assisting Directors with meeting preparation
  • PA Support
  • Processing new business, dealing with client policy enquiries
  • Preparing client meeting packs
  • Meeting summary letters
  • Client liaison via telephone / email / post
  • Liaising with third party providers for information on clients' existing plans.
  • Submitting client applications and preparing suitability letters
  • Monitoring client servicing and administration processes to ensure effective delivery of work

EXPERIENCE AND SKILLS

  • 3 - 5 years Financial Services experience
  • Track record of PA/administration experience within Wealth Management / IFA environment
  • Knowledge of Investments, Pensions or Protection products
  • Knowledge of the database Adviser Office (also known as 1st, Iress, Avelo) is desirable, as well as Microsoft Office

BENEFITS

  • 25 days’ holidays
  • Working hours Monday - Friday 9am - 5pm
  • Contributory Pension Scheme
  • Private Medical Insurance