IFA Administrator

Recruiter
SF Group
Location
Doncaster
Posted
17 Aug 2018
Closes
05 Sep 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

SF Group are currently recruiting for an IFA Administrator and a Senior IFA Administrator in the Doncaster area. Both positions are able to be on a full time, 3 day part time or 4 day part time basis.

The role:

  • Reputable firm providing whole-of-market Financial Advice – encompassing retirement planning, portfolio planning, mortgage, protection, investments and all aspects of pensions
  • Small firm with a tight-knit team
  • Opportunities in the future to progress and gain promotions

The duties of the jobs:

  • Support Advisers in day to day administration support
  • Assimilate and segregate information gathered on fact find
  • Liaise with advisers to fill any information gaps
  • Updating CRM system
  • Make appointments for advisers and handle diary management
  • Prioritise your own workload

To be considered for either role the candidate must:

  • Be an experienced IFA Administrator (for the Senior role) or be experienced within Financial Services (for the Administrator role)
  • Have a good understanding of the financial planning process
  • Demonstrate reliability and strong interpersonal skills

If you’re interested in either role, would like to know more, or would like to apply for either role, please call Peter on , or email .


This job was originally posted as www.totaljobs.com/job/82829274

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