IFA Administrator

Recruiter
Anthony Alexandra
Location
Woking, Surrey
Salary
28000.0000
Posted
17 Jul 2017
Closes
16 Aug 2017
Contract Type
Permanent
Hours
Full Time

Do you have experience working within the IFA or Financial Services environment?

Are you looking to further your career within the Financial Services sector?

Anthony Alexandra is currently working with a large Financial Services organisation based in the Surrey area. Our client is currently recruiting for an IFA Administrator to join their growing ambitious team. The IFA Administrator will also be responsible for providing support to the Financial Advisers and other duties as follow:

DUTIES

  • Supporting Financial Advisers
  • Processing new business
  • Speaking with pension and insurance companies to obtain information
  • Liaising with clients and pension schemes both in the UK and abroad
  • Assisting with the initial preparation of pension reports
  • Preparing packs to be sent with advice reports

EXPERIENCE

  • 2 years’ experience working within an IFA environment
  • Experience using back office systems
  • Good general knowledge of all Investments, Pensions and Protection Products

BENEFITS

  • Salary up to £30,000
  • 25 days’ holidays
  • Working hours Monday - Friday 9am - 5pm
  • Contributory Pension Scheme
  • Private Medical Insurance

The successful candidate will be offered a great opportunity to join a business that believes in nurturing your career, valuing your commitment and rewarding you with attractive employee benefits packages.