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Ifa Administrator-
  • United Kingdom - Cheshire - Runcorn -
1 year ago
£22000 - £26000 Per year
Administrator
Permanent,Full-time
Job Description

Highly respected Independent Financial Adviser organisation in Nottingham are hiring. I require an enthusiastic and experienced IFA Administrator to join this successful office.
Experience in a Financial Services environment is essential as you will be required to hit the ground running. In return you can receive a competitive salary and benefits package.
The main duties of this role include:
* Liaising with clients, fund managers, solicitors and accountants daily.
* Processing and monitoring complex business.
* Completing FCA compliant transactions.
* Obtaining information from fund managers.
* Sending letters of authority.
* Working closely with advisers.


Required Knowledge, Skills, and Abilities
* Have at least 3 years experience carrying out an administration/sales support role within a Financial Services Advice environment. * Detailed and working knowledge of regulatory requirements. * Experience and knowledge of investments, pension plans and other financial products. * Strong IT skills; basic MS Office package. * Excellent organisational and communication skills. * Strong numeracy skills.

Reference no: 26351

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