PART TIME IFA ADMINISTRATOR

Recruiter
Reed Insurance
Location
Preston
Salary
18000.0000
Posted
06 May 2017
Closes
05 Jun 2017
Contract Type
Permanent
Hours
Part Time
A long established Wealth management firm based just North of Preston is recruiting an Administrator to support the Directors with a wide range of financial products. This role is ideal for an IFA administrators and Personal Assistant to Financial Advisers. The key is to have excellent attention to detail.

This role is part time for 3 days a week. Salary on offer is £18,000 - £20,000 per annum as a guide, flexible depending on experience. Study support is provided.

The candidate will be expected to:

- Have an understanding of pensions and investment products
- Have experience within a similar environment/IFA firm
- Experience of processing new business as directed
- Able to competently prepare valuation packs for clients
- Is confident with dealing with staff at a number of level and has experience of dealing with third parties
- Request information from product providers

The successful applicant will be articulate, and be able to deal professionally with clients and colleagues.

To apply call me on 0161 833 2033 or email richard.kunman@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business