PA/Senior IFA Administrator to the Director

Financial Divisions
19 Apr 2019
21 May 2019
Contract Type
Full Time

Job Title:PA/Senior IFA Administrator to the Director

Location: Maidstone

Salary: Up to £32K Dependant on Qualifications and Experience

Pension + Bonus Up to 4K + Holiday + Flexible benefits + full study support

Looking for your employer to dedicate their time to your development in technical skills?

I am currently recruiting for are a highly reputable Independent Wealth Management Firm who require a Senior IFA Administrator. The Senior IFA Administrator will be expected to report in to the Director of the company.

As an IFA Administrator you will be expected to complete duties such as:

  • Using systems such as Microsoft Office/ Excel, Lotus notes and Swift

  • Processing new business applications in a timely and compliant manner for OEIC's, ISA's, Investment Bonds, Pensions, Protection Insurance etc.
  • Inputting new business on spreadsheets and maintaining and ensuring that new and existing records, both computerised and manual, are kept up to date.
  • Producing client reviews/valuations.

If you love listening to Radio 2 during the day and are willing to give a vigorous effort, then this could be the right role for you!

Then please send your CV or call for a confidential chat

Recommend a friend - if you recommend a friend or colleague to us and we are successful in securing them a new role, we will give you £250 of High Street vouchers of your choice as a thank you.

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