IFA Administrator

Job details

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Location Epsom, United Kingdom
Date Posted 3rd June 2019
Category Client Services / Sales Support
Sector Investment
Pensions
Salary £20,000 to £27500 + benefits inc pension scheme and bonus.
Industry Financial Services, IFA
Education N/A
Professional Quals Industry recognised ideally.
Work Hours Full
Reference 5018
Hiring Company Recruitment Connection Ltd
Region South East
Street Address N/A

Description

IFA Administrator

Surrey

£20,000 to £27500 + benefits inc pension scheme and bonus.

My client is a successful UK and international financial planning firm and through expansion they require an additional client services administrator to join the team. Your main role is to support the financial planners in administering UK and cross border financial planning arrangements whilst liaising with the administration team to offer the highest level of service to the company clients.

You will be liaising with the advisers to ensure individual cases are completed accurately and quickly.  You will also be expected to keep up to date, compliant and knowledgeable on current products, techniques, legislation, qualifications and courses required by the company or the industry.

You should have a min of 3 years experience and have excellent communication skills.

The company is a growing, meritocratic organisation and support staff with gaining qualifications and progression.

Ref: 5018

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About

Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).