IFA Administrator

Recruiter
Reed Insurance
Location
Oversley Green
Posted
12 Feb 2018
Closes
21 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is a specialist firm in providing quality advice to HNW individuals across Pensions, Investments, Protection and Life Assurance.

They are a company that foster an environment of training and support for further study and are seeking an experienced IFA Administrator to join their friendly team in Warwickshire.

Main duties:

- Comply with the relevant Compliance, TCF, T&C and Financial Crime procedures of the firm
- Chase product providers
- Produce valuations
- Assist with research where applicable
-- Process new business applications

Experience needed:

- Industry related qualifications are desirable, but not essential
- Current/previous client contact over the phone/face to face
- Current IFA Administration experience
- Knowledge of research tools desirable but not essential

Reed Specialist Recruitment Limited is an employment agency and employment business

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