Junior IFA Administrator
- Recruiter
- Anonymous
- Location
- Birmingham
- Salary
- 18000.00 - 22000.00 GBP Annual
- Posted
- 15 May 2018
- Closes
- 11 Jun 2018
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Thomas George Selection is working with a well established Financial Services practice who specialise in providing independent financial services.
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This practice have built up an outstanding reputation within the industry and offer an impressive track record of retaining and developing their staff.
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The opening will initially provide support and administration duties for a team of independent financial advisers with future possibilities to develop skills in line with paraplanning.
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The role
Providing full support duties for Independent Financial Advisers
Obtaining quotes & valuations
Processing Business - Investments, Pensions & Protection
Responding to client enquiries
Working with Provider Platforms - set up, add, maintain and provide reports and valuations for our new and existing clients investments.
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Progression/ development
As the role develops it may include paraplanning responsibilities including research and report writing.
Training on the industry, processes and procedures is available along with support and encouragement for further development and industry qualifications.
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Candidate requirements
Previous experience of working within financial services administration would be preferred.
You will be professional, organised and have strong verbal and written communication skills and have the ability to manage multiple tasks.
IT Experience with the knowledge of Word and Excel are essential
Any experience of IFA systems will be a distinct advantage
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Further details
The position is full time, 9am to 5pm Monday to Friday
Salary range is GBP18,000 - GBP22,000 depending on skills and experience
-
If you feel you have the necessary skills and abilities then please apply today
-
This practice have built up an outstanding reputation within the industry and offer an impressive track record of retaining and developing their staff.
-
The opening will initially provide support and administration duties for a team of independent financial advisers with future possibilities to develop skills in line with paraplanning.
-
The role
Providing full support duties for Independent Financial Advisers
Obtaining quotes & valuations
Processing Business - Investments, Pensions & Protection
Responding to client enquiries
Working with Provider Platforms - set up, add, maintain and provide reports and valuations for our new and existing clients investments.
-
Progression/ development
As the role develops it may include paraplanning responsibilities including research and report writing.
Training on the industry, processes and procedures is available along with support and encouragement for further development and industry qualifications.
-
Candidate requirements
Previous experience of working within financial services administration would be preferred.
You will be professional, organised and have strong verbal and written communication skills and have the ability to manage multiple tasks.
IT Experience with the knowledge of Word and Excel are essential
Any experience of IFA systems will be a distinct advantage
-
Further details
The position is full time, 9am to 5pm Monday to Friday
Salary range is GBP18,000 - GBP22,000 depending on skills and experience
-
If you feel you have the necessary skills and abilities then please apply today