Job Title: Financial Administrator
Salary: £18,000 - £26,000
A well-established 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 Life and Pensions.
As a Financial Services professional, you will be joining a firm which offers a fantastic working environment and continued professional development.
Ideally, you will have experience working within an IFA Practice and some Financial Services qualifications.
Providing support to the Advisers and Paraplanners
Completing basic suitability reports
Processing new business
Actively managing diary tasks
Answering telephone queries from clients and providers
Preparing client meeting packs
Obtaining client valuations
Experience of working within an IFA Practice
Financial Services qualifications are desirable
Good communication skills
Ability to manage time effectively