IFA Administrator

Recruiter
Anonymous
Location
Reigate
Salary
23000.00 - 27000.00 GBP Annual + GBP23000 - GBP27000/annum excellent
Posted
16 Feb 2017
Closes
02 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
IFA Support Administrator

GBP highly competitive market rate & benefits

Reigate area, Surrey

Busy, friendly, fast-paced office of established wealth management and financial planning group, offering independent advice across the full spectrum of pensions, investment, tax planning, income protection.

Providing technical and administrative support for Financial Advisors, in the servicing of business for existing and new clients.

Processing applications; collating information; liaising with product providers; providing a first point of client contact for queries.

Skills & experience required:
•Current/recent experience within an IFA administration support role.
•Strong organisational skills, attention to detail.
•Good understanding of a range of Life, Pensions and Investment contracts.
•Pro-active can-do approach to client service and team work,
•Progress with professional study is an advantage, and is supported.

Modern offices in central location.

Monday to Friday 9 am to 5 pm