Senior IFA Administrator
Our client is an extremely well known professional services firm in the Leamington Spa area, noted for the high degree of service afforded to its corporate and HNW individual clients. With a real focus on financial planning, the organisation's accountancy partners provide a number of excellent quality leads each week resulting in a consistently thriving business model.
Providing support to the firm's IFAs the role will entail working as part of a technical support team responsible for processing new business, liaising with providers and on-going contact with clients. Given the nature of the business most, individuals dealt with at the firm are often affluent private clients so applicants need to be comfortable dealing at such a level.
The advice is entirely bespoke meaning that knowledge of pensions, investments and protection products is a must have. Applicants must have experience working in a similar capacity within an IFA practice and GCSEs in both Mathematics and English at Grade C or above. In return the company offers a competitive basic salary plus a full benefits package.