IFA Administrator Part Time

Recruiter
TEMPLEGATE RECRUITMENT
Location
Oversley Green
Salary
£18,000 per annum
Posted
27 Jul 2017
Closes
18 Sep 2017
Contract Type
Full Time

Job Title: IFA Administrator P/T 20-24 hours per week

Location: Alcester

Salary: £18,000- £24,000 pro rota

Benefits: Annual Bonuses, Great Location, Flexible working

A well-established boutique IFA practice requires an experienced IFA Administrator on a Part Time bases 20/24 hour per week to assist with the development of a growing team that deals with a wide range of Financial Services products including Pensions, Investments

Ideally, you will have experience working within an IFA Practice and some Financial Services qualifications.

The ideal would be looking to be an IFA Administrator will need to be able to work Wednesday, Thursdays and Friday

Responsibilities:

Providing support to the Advisers and Paraplanners

Processing new business

Actively managing diary tasks

Answering telephone queries from clients and providers

Preparing client meeting packs

Obtaining client valuations

Skills:

Experience of working within an IFA Practice

Financial Services qualifications are desirable

Good communication skills

Professional attitude

Ability to manage time effective

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for