IFA Administrator

IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: West Sussex, England
Salary: benefits + bonus
Start Date: 02/01/2019
Reference: BBBH5227_1543263791
Contact Name: Financial Services
Contact Email:
Job Published: November 26, 2018 20:23

Job Description

****************** lFA Administrator ************
We are working with a market leading CHARTERED IFA in West Sussex.
We have opportunities for an IFA Administrator/ Financial Planning Administrator or Client Services admin

The duties for this role are:
General day to day administration
Taking calls ( being a point of contact ) for IFA's Clients, and Providers
Set up new client contracts of the CRM system.
Letters of Authority
Prepare meeting packs for Advisers
Update all compliance changes
New business applications.

For this role you need to have a clear administration background working for a Financial Services company , IFA or Provider
Have a good understanding of the Pension or Investment admin process.
FA2/ FA1 or any of the Dip PFS qualifications would be ideal or qualified by experience would also be good.
You need to be able to work on Excel
Good team player
Good communication skills

Please apply on the Dynamite Recruitment website or call 02392 45542

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.