IFA Administrator

Thomas George Selection
£20000 - £26000/annum 25 hols, pension, life, flexi
16 May 2018
15 Jun 2018
Contract Type
Full Time
An excellent opportunity has arisen with a well-regarded Financial Services business located in Wolverhampton. This established practice has regional coverage and has gained an excellent reputation for providing a quality service to their clients along with offering a friendly and welcoming working environment.

They are seeking a Financial Planning Support Administrator to assist with a range of back office duties.

The role;
Providing support and administrative duties for Financial Advisers / Planners
Supporting new and existing business including investments and pensions
Obtaining quotes & valuations
Preparing documentation for client meetings
Submitting business
Responding to client enquiries
Liaising with providers and third party stakeholders
Updating back office system

The person;
The ideal candidate will have skills gained supporting IFA’s or Financial Advisers
Be able to work towards deadlines and prioritise workloads
Be professional, organised and offer good communications skills both written & verbal

Support is available with further development & industry qualifications.

IFA Support Administrator
Salary of £20,000 - £26,000
25 days holiday plus bank holidays
Life cover
Flexi-benefits scheme
Your contact - Keith Enright at Thomas George Selection
Please visit tgselection .com for further details on this and other Financial Services opportunities.
All applications received will be dealt with in the strictest confidence.
We will be in touch if your application has been successful within 3 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but your information may be retained in connection with future opportunities