IFA Administrator

Recruiter
RecruitUK
Location
Swansea, UK
Salary
Competitive
Posted
31 Jul 2019
Closes
12 Sep 2019
Ref
1222819175
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Job Title: Administrator

Industry: Financial Planning

Location: Swansea

Salary: up to 24,000 (depending on experience)

Reference Number: 13974

Job Description:

Recruit UK are working on an excellent opportunity for an IFA administrator in Swansea to join a Boutique Financial Planning Practice.

Our client is a fully independent, well established firm who need an experienced professional to provide additional support within their back-office, administration team.

The role will include, but not limited to:

·Client Liaisons: point of communication between advisors and clients

·Processing new business

·Communicating with product providers

·General administration support: filing, scanning, data entry, ordering stationary, meeting room preparation, letters

What's in it for you:

·Opportunity to join a well-established financial planning company in Swansea

·Work alongside professional Independent Financial Advisors and support staff

·Competitive salary of up to 24,000, depending on experience

·A supportive work environment

Skills and experience required:

·Previous experience working within a financial planning firm - Essential

·Previous experience and knowledge working with IFA back office systems and Microsoft office - Essential

·Working knowledge of pensions, investments, and general finance - Desirable

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