IFA Administrator / Trainee IFA Administrator

Recruiter
TEMPLEGATE RECRUITMENT
Location
Northampton
Salary
16500.0000
Posted
13 Apr 2017
Closes
13 May 2017
Contract Type
Permanent
Hours
Full Time

Job Title: IFA Administrator / Trainee IFA Administrator

Location: Northampton

Salary: £16,000 - £21,000 dependent upon experience

Our IFA practice is one of the most established firms in Northamptonshire they are looking for an IFA Administrator to assist with the development of a growing team that deals with a wide range of Financial Services products including Pensions, Investments and Protection, experience in financial services is not essential for this role but a hard working attitude is,

As a Financial Services professional you will be joining a firm which offers a fantastic working environment and continued professional development

Ideally, you will need experience working within an IFA Practice that deals in areas of pensions, investments and protection experience but this is not essential only willingness to work hard and learn

Responsibilities:

Supporting the technical assistants and advisers

Client Meeting Preparation including Issuing letters of authority and collating information for Adviser / Paraplanner

Generating new business illustrations

Processing application forms

Actively managing diary tasks

Answering telephone queries from clients and providers

Dealing with existing business queries

Obtaining client valuations

Skills:

Experience in pensions, investments and protection is not essential as training and development will be provided

Financial Services qualifications are desirable but not essential

Strong computing skills - knowledge of Microsoft Office (Word, Excel etc)

Ability to manage time effectively