IFA Administrator

  • Location:

    Berkshire, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    Negotiable

  • Contact:

    John Keane2

  • Contact email:

    john.keane2@search.co.uk

  • Job ref:

    Req/544644

  • Published:

    6 months ago

  • Expiry date:

    2020-02-02

  • Start date:

    25/11/2019 17:31:26

A fantastic opportunity to join a large, secure and growing IFA business.

IFA Administrator based in Berkshire

Competitive basic salary plus comprehensive benefits, exam support, training, pension.

My client is an IFA and Wealth Management organisation and they are looking for an IFA administrator to join.

Experience of providing support within an IFA practice is required with product knowledge across Investments, Pensions and Life products. Industry qualifications are not vital but would be of benefit if you have them.

The successful candidate will be providing support to the IFAs, and will be working alongside the other administrators and reporting to the office manager. Responsibilities include processing business pre and post service, liaising with product providers, valuations, quotations and illustrations


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