IFA Administrator

  • Location:

    Buckinghamshire, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    John Keane2

  • Contact email:


  • Job ref:


  • Published:

    10 months ago

  • Expiry date:


  • Start date:

    16/06/2017 17:05:42

IFA Sales Administrator with a Wealth Management company based in Buckinghamshire , excellent salary and benefits package

Main duties of this role include:

* Work closely with the Advisors and Paraplanners
* Provide Administrative support
* Maintain client records on internal system
* Process business following process
* Request information from third parties
* Produce client valuations
* Ad-hoc tasks as and when required

The ideal candidate will have:

* Experience working within an IFA environment
* Strong IT skills
* Customer focus
* Organisation and attention to detail
* Good communication skills

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.