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Permanent

IFA Administrator

Sutton Coldfield
money-bag 27000.00-27000.00 Annual
3108334274
Posted 6 days ago

IFA Administrator Sutton Coldfield Salary up to 28,000 Free ParkingPrivate Health Insurance4 x Death in Service Our client are a very well-respected and long standing Independent Financial Planning firm who are looking for an experienced IFA Administrator to join their vibrant and growing practice in the Sutton Coldfield area. The business provides in-depth advice across all areas of personal finance including Pensions, Investments, Protection and Inheritance Tax and prides itself on the breadth of its collective knowledge and high levels of customer service.Our Client offer a friendly and family oriented working environment where development is encouraged and full exam funding is available. This exciting position focuses on supporting advisers to deliver a first-class service through timely generation of compliant and accurate supporting documents and valuations. This role would suit an experienced administrator who enjoys working as a team in a fast-paced environment and who is proficient in obtaining valuations, processing new business and Annual Reviews, liaising with product providers, and interfacing with clients. Responsibilities " Experience of working within an IFA firm in an administrative role supporting financial advisers" CF1, R01, or equivalent desirable." Personable, confident professional who is comfortable dealing with clients and colleagues by telephone and face to face." Proficiency in Intelligent Office and Microsoft Office." An understanding and working ..... full job details .....

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