IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Chichester
Reference: 1207776
Contact Email:
Job Published: November 22, 2021 17:01

Job Description

My client, an award-winning financial advice firm based in Chichester are, on this rare occasion recruiting into their fantastic team! An exciting opportunity has come up for an experienced (ideally) or trainee Financial Planning Administrator to join the team! We are happy to consider someone with administration experience with a passion to get into financial services or someone with financial services experience who wishes to join a firm that can progress their career if desired!
We can offer reasonably flexible hours if necessary for the right candidate.
Duties include:   
  • Preparing and submitting new business applications
  • Workflow tracking of pension and investment transfers from ceding schemes
  • Processing new client documentation
  • Processing pension transfers
  • Updating and maintaining the client database
  • Arranging pension benefit requests to pension providers
  • Communicating with pension providers to obtain information in a timely manner
The ideal candidate will have previous financial services experience. We can offer progression for all levels of experience if this is a desire of yours. With a fantastic benefits package on offer too!   

For further details please contact Tegan Sillett on 02392455422 or Tegan.sillett@dynamiterecruitment.comm