IFA Administrator

2 days left

Recruiter
TEMPLEGATE RECRUITMENT
Location
London
Salary
24000.0000
Posted
02 Feb 2017
Closes
02 Mar 2017
Contract Type
Permanent
Hours
Full Time

Job Title: IFA Administrator

Location: Central London Pall Mall

Salary: £24,000 - £28,000

A well-established boutique IFA practice requires an experienced IFA Administrator to assist with the development of a growing team that deals with a wide range of Financial Services products including Pensions, Investments

As a Financial Services professional, you will be joining a firm which offers a fantastic working environment and great location in London. They also provide annual bonuses and superb benefits

Ideally, you will have experience working within an IFA Practice and some Financial Services qualifications.

Responsibilities:

Providing support to the Advisers and Paraplanners

Processing new business

Actively managing diary tasks

Using back office systems including 1st Software, Cofunds, Zurich

Answering telephone queries from clients and providers

Preparing client meeting packs

Obtaining client valuations

Skills:

Experience of working within an IFA Practice

Financial Services qualifications are desirable

Good communication skills

Professional attitude

Ability to manage time effectively