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IFA Administrator

IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Hedge End, Hampshire
Industry:
Salary: Negotiable
Start Date: asap
Reference: BBBH5541_1551976803
Contact Name: Financial Services
Contact Email: chloe.emmerson@dynamiterecruitment.com
Job Published: March 07, 2019 16:40

Job Description

IFA Administrator / Financial Services Administrator £20- £25k

We are working with a small IFA firm that has an opening for a IFA administrator due to the growth in business. This friendly company is looking for someone who can join the team in assisting the Para-planners and other team administrators in the day to day running of the firm.
Daily duties are:
New Business processing ( Investments, Pensions, & Life)
Valuations
Dealing with policy queries
General ad-hoc admin duties
Updating and maintain client data base.

Skills:
Previous experience working within an IFA practice or within a provider but in an administration capacity
Organised / Methodical
Good Team player
Ideally used IFA Software like Adviser office / X Plan / IO
Please apply on the Dynamite Website or call
Chloe on 023920455422

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