Job Description

During a period of key expansion, a position has arisen for an IFA Administrator and Marketing Administrator to support the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment with a great office atmosphere. Some duties will include:

• Administration of both new and existing business, ensuring compliance and process procedures are followed
• Preparing client valuations, applications and meeting documentation
• Social media and website updates
• Managing marketing strategies

Required Knowledge, Skills, and Abilities

• Previous experience within a fast-paced IFA Practice • Marketing or social media experience desirable • Excellent communication and organisational skills • Good Pensions & Investments product knowledge