IFA Administrator

Anthony Alexandra
Woking, Surrey
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

Are you looking to further your career as a IFA Administrator within the industry?

Anthony Alexandra are proud to be in alliance with an established financial planning and investment firm who is keen to secure an experienced IFA Administrator. Our client is keen to secure an organised, motivated and professional individual who can add value to the business.

The successful candidate will be part of a growing team that deals with a wide range of Financial Services products including Pensions, Investments and Protection products. In return you will be supported via a documented structured career plan orchestrated to help you achieve professional qualifications and expand your technical knowledge.

  • To provide efficient administration support to the IFA's
  • Preparation of correspondence including letters and emails
  • Maintain administration systems and ensure that client data is accurate and up to date
  • Maintain the diary management system with daily workflow
  • Support the IFA's with their portfolio and existing business

This is an ideal opportunity if you are looking to build upon your existing skills, knowledge and experience within the financial planning arena

The skills and experience our client is searching for includes: -

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