IFA Administrator - Nottingham. Excellent benefits & progression

Taylor Court Search & Selection Ltd
09 May 2017
08 Jun 2017
Contract Type
Full Time

An exciting opportunity exists within a highly successful CII Chartered Financial Planning company who are looking for a new Administrator to join their vibrant team.

Our client provides a high quality fee based financial planning service predominately for HNW wealthy business owners, company directors, white collar professionals, inherited wealth clients and retired individuals.

Responsibilities include;

  • To provide administration support to the advisers and wider business. This will include dealing with telephone and email enquiries, liaising with product providers and processing incoming post.
  • To update, maintain and input data on the various databases, efficiently and accurately
  • Processing and monitoring of new business, agency changes, new client record creation and information obtaining
  • To maintain appropriate filing and recording systems for use within the office, including both manual and computerised records
  • Ensure all supporting documentation is maintained as per company procedures

Competitive salary plus;

  • Performance related bonus
  • Annual bonus
  • Pension
  • 25 days holiday plus birthday off & all of Christmas to New Year off
  • All exams & exam material paid for (if you want do more qualifications
    You must have a Financial Services background in order to be considered for this position

Refer to our website for further/contact details or call us to discuss;

Taylor Court Search & Selection Ltd. www.taylorcourt.co.uk