IFA Administrator

23 hols, pension
15 May 2018
11 Jun 2018
Contract Type
Full Time
An established financial planning and wealth management firm based in Nuneaton have an opening for an IFA Administrator to join their back office support team.
Due to the ongoing growth of the practice this role will support a team of Financial Advisers who specialise in advising clients on a range of services including retirement, investment and protection planning.
The role;
Providing support and administrative duties for Financial Advisers / Planners
Supporting new and existing business including investments and pensions
Obtaining quotes & valuations
Preparing documentation for client meetings
Submitting business
Responding to client enquiries
Liaising with providers and third party stakeholders
Updating back office systems
Candidate requirements;
The ideal candidate will have skills gained providing admin support to IFA's or Financial Advisers
Be able to work towards deadlines and prioritise workloads
Be professional, organised and offer good communications skills both written & verbal
This is an excellent opportunity to join a highly regarded regional Financial Services practice who encourage further development and can offer career progression.
Your contact - Keith Enright at Thomas George Selection
Please visit tgselection. com for further details on this and other Financial Services opportunities.
All applications received will be dealt with in the strictest confidence.
We will be in touch if your application has been successful within 3 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but your information may be retained in connection with future opportunities