IFA Administrator - Solihull

Expiring today

Recruiter
Thomas George Selection
Location
Solihull, UK
Salary
Competitive
Posted
10 Sep 2019
Closes
21 Oct 2019
Ref
1254828367
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A financial planning practice are seeking a Financial Planning / IFA Administrator on a full-time or reduced days basis.

My client is made up of a small friendly team located near Shirly, Solihull. Parking is available.

Their vacancy will hold the following duties.

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Primary duties;

Supporting financial planner providing support on administration and client matters.

Administering new business submissions

Adviser meeting preparation

Regular use of provider platforms and services

Preparation of client correspondence

General administrative duties

Meet and greet clients on arrival to office

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Applicant requirements;

Financial Services experience essential supporting IFA's or Financial Planners

Knowledge of submitting pensions and investments preferred

Excellent administrative skills

Friendly and approachable

Team player who is comfortable working in a small team

Well organised

Good IT leteracy and word processing skills

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Salary £21,000 - £25,000

Your contact - Keith Enright at Thomas George Selection
Please visit tgselection.com for further details on this and other Financial Services opportunities.

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All applications received will be dealt with in the strictest confidence.
We will be in touch if your application has been successful within 3 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but your information may be retained in connection with future opportunities..

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