IFA Administrator

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

Job Title: IFA Administrator

Location: Pall Mall - London

Salary: £24,000- £30,000

Benefits: Annual Bonuses, Great working environment

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 effective

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.