Job Description

The role will involve creating new client packs, checking fact finds, preparing authority letters, obtaining illustrations, submitting new business and a variety of other duties.

What’s in it for you?

• Salary negotiable dependent on skills and experience (£20,000 to £25,000)
• Work within a prestigious organisation
• Fantastic company culture
• Deal with niche clients and gain a specialism
• Opportunity for progression
• Ongoing study and exam support

Skills and experience required:

• 1 years’ experience in an IFA Administration role
• Excellent communication skills, both written and verbal
• Good telephone manner
• Team player

Required Knowledge, Skills, and Abilities

The role will involve creating new client packs, checking fact finds, preparing authority letters, obtaining illustrations, submitting new business and a variety of other duties. What’s in it for you? • Salary negotiable dependent on skills and experience (£20,000 to £25,000) • Work within a prestigious organisation • Fantastic company culture • Deal with niche clients and gain a specialism • Opportunity for progression • Ongoing study and exam support Skills and experience required: • 1 years’ experience in an IFA Administration role • Excellent communication skills, both written and verbal • Good telephone manner • Team player