facebook

IFA Administrator

  • Location:

    Lincoln

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £20000 - £25000 per annum + flexible working,company benefits,parking

  • Contact:

    David Elders

  • Contact email:

    david.elders@search.co.uk

  • Job ref:

    BBBH83702_1630421397

  • Published:

    24 days ago

  • Expiry date:

    2021-09-16

  • Start date:

    Negotiable

  • Consultant:

    David Elders

IFA Administrator
Lincoln - Lincolnshire
£20,000 - £25,000 (depending on experience) plus excellent benefits and flexible working

My client are an established IFA organisation based in Lincoln and they are looking to recruit a Financial Services Administrator. They deal with high net worth Private clients and as such exemplary service and first class financial advice are the benchmark of this organisation.

Due to expansion I am looking for an experienced financial services administrator to join the company and provide an important function within their successful support team.

The main responsibilities within this role are to ensure client files are fully FCA compliant, processing new and existing business, ensuring all client files are up to date, sending out letters of authority for existing plans, obtaining relevant information from providers and fund managers and to support the paraplanners and technical manager with any other responsibilities. There will also be other ad-hoc support tasks including filing, data input, telephony work and other basic admin duties.

This is a superb opportunity in which you will be working in a stable, successful and vibrant organisation with friendly colleagues and a positive atmosphere. You will work in an exciting and fast paced environment and receive an excellent salary and benefits package. They are also committed to offering home and office working to those who would like it and will provide full home office set up.

Please apply in confidence, or contact David Elders at Search Financial Services directly or connect via LinkedIn.