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IFA Administrator
  • Manchester, Lancashire
2 years ago
£ £17,000 - £25,000 a year
Administrator
Permanent
Job Description

The company are as busy as ever, handling a number of new enquiries although the majority of their business is with long standing existing client relationships.

They are looking to add an additional IFA Administrator to work alongside their team of 4 staff. The Administrator will be supporting the IFA, 2 Paraplanner's and Operations Manager with duties such as; business processing, LOA's, valuations, dealing with clients and providers, typing and other general office administration duties.

On offer is a competitive salary at a stable, thriving business who can offer some progression in the future.


Required Knowledge, Skills, and Abilities
Ideally candidates will be experienced Administrators from an IFA environment. You should have a knowledge of financial services products; pensions, investments, protection etc. Qualifications would be great but is not essential. Candidates must be good communicators, both written and verbal, as well as being well organized and a team player.

Reference no: 12016

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