Ifa Administrator

Recruiter
Reed
Location
Eastbourne, UK
Salary
Competitive
Posted
18 Aug 2019
Closes
31 Aug 2019
Ref
1228113924
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is a Independent Financial Advisor based in East Sussex advising on whole of market financial planning products. My client prides themselves in providing truly independent advice and genuinely values principles and ethics for all clients.

The ideal candidate will be very well organised with keen attention to detail and a willingness to learn. You will have experience working within a Independent Financial Advisers within a administration role with sound knowledge of pensions and investments and ideally a working knowledge of back office system Intelligent Office.

The main duty of your role as the IFA Administrator will be to support the financial planner with administration support, to provide clients with an unsurpassed level of service, providing a vital link in the smooth running and efficiency of the business. You will be producing client valuations and service packs to meeting and greeting clients, tracking all new business from application to completion and help maintain and update the company back office systems.

In return my client will offer genuine progression opportunities for a talented financial services professional to take the next step in their career, alongside flexible working hours, parking, pension contribution, study support and a salary of circa £24,000.

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