IFA Administrator - Chartered Financial Planners - Lincs

Recruiter
Recruitment Genius
Location
Holdingham
Salary
£20,000 - £24,999
Posted
10 Apr 2018
Closes
21 Apr 2018
Category
Accounting
Contract Type
Permanent
Hours
Full Time
A leading Chartered Financial Planners based in Sleaford, Lincolnshire has a requirement for an experienced Financial Planning Administrator. This successful business has been running for almost two decades and is one of the most respected IFA practices in the region.

As a Corporate Chartered Practice, it is of great importance that staff are qualified to the highest standards; therefore, it is expected that applicants for this post will have already passed some of the relevant Cii exams to at least Diploma Level. You will be encouraged to keep your knowledge fresh, as such, ongoing support to enhance and develop your knowledge will be provided. You will also be involved in both departmental and individual training with colleagues to ensure that you can provide excellent support to the whole team.

Your responsibility will be to support the Financial Planners and tasks will include; Processing business, (which is mainly platform based) updating the client management databases, liaising with providers, and general office / client administration. A passion for pensions and a wish to use / develop this area of your knowledge would be advantageous but is not essential.

Candidates must have previous experience of working within an IFA practice in an administrator capacity.

Salary is negotiable between £22K and £26K plus benefits.

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