IFA Administrator

SF Group
17 Aug 2018
05 Sep 2018
Contract Type
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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