IFA Administrator

  • Location

    Stafford, Staffordshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2008_1566983746

  • Published:

    about 1 year ago

  • Expiry date:

    2019-09-27

  • Consultant:

    #

Our client is a successful firm of Financial Planners offering professional, informed and independent financial services advice. The business has close links to a well known and highly successful family office and so typically clients are HNW individuals. This hire is part of a big expansion plan which will include hiring a number of Adviser's and Support staff.

We are looking for an experienced IFA Administrator who can hit the ground running. You'll be working alongside the Paraplanner, providing a first class support service to the Adviser's and their client's.

Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies; assisting the Paraplanners (both Individual Life & Pensions and Employee Benefits) i.e. requesting quotations and paperwork. You should have strong administrative ability proven in an existing IFA support environment. Knowledge of software and platforms such as intellgent office, adviser office, Aegon, Cofunds, Standard life etc will be an advantage.

You will be offered a competitive basic salary and benefits package and support towards study for professional qualifications. Salary is negotiable depending on experience and qualifications. There will be plenty of opportunity for progression within a growing business.