IFA Administrator - Boston Spa
Role: IFA Administrator
Location: Boston Spa
Salary: £25,000 plus benefits, incl. FREE CAR PARKING
Reward Recruitment have been retained by a Chartered Financial Planning Firm based in luxury offices, in the scenic village of Boston Spa. Our client has been shortlisted for the New Model Adviser firm of the North 2017.
Due to continued organic growth, our client is looking to recruit an experienced IFA Administrator to join their succesful team.
· Providing support to the Advisers and Paraplanners
· 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
· Professional attitude
· Ability to manage time effectively
If you are interested in this truly excellent opportunity then please apply now by sending your CV immediately to Stuart Jeal at Reward Recruitment Limited.