|Job Title:||IFA Administrator|
|Job Published:||October 27, 2020 11:01|
£20,000 - £30,000 DOE
I am recruiting on behalf of a longstanding client of mine looking to bring an experienced IFA Administrator into their existing team within a fully independent Chartered Financial Planners. The ideal candidate will already be working within a similar role and looking to stay within administration level within a fantastic company or someone new to financial services that wants to progress their career.
You would be producing client portfolio valuations, assisting with back office administration, Pre-sales related requests, application forms and fact sheets, processing new business applications, as well as general reception duties answering the phone, welcoming clients etc. You will produce all quotations, application forms and fact sheets for the advisors, producing letters of authority, all whilst meeting compliance requirements and FCA guideline.
If you want to be part of a fantastic team that genuinely cares about their staff and proud of the service they provide this role will be perfect for you!
For more information, please apply now or contact Tegan Sillett at Dynamite Recruitment!