Brook Street

IFA Administrator

Brook Street
Cranleigh, Surrey, England
£20000 - £300000 per annum + Pension, Health Care
31 Aug 2018
28 Sep 2018
Contract Type
Full Time

My client is looking for an experienced IFA Administrator. They are looking to speak with candidates with 4-5 years experience within and IFA of Financial Planning practise.

You will need to be an excellent communicator both in written and verbal. You are expected to be confident with IT and Microsoft programs and touch typing are also a must.

The ideal candidate will have experience in investment and pension`s administration for individual (private) clients. Experienced with Iress Advisor Office, Dynamic Planner and Truth (Prestwood) would also be beneficial.

You will be working within their administration team, supporting our team of para-planners by gathering client and policy information, updating our systems, entering data into financial plans, writing background information within client reports and re-balancing client portfolios.

Full training and support will be provided.

For the right individual you will be rewarded highly for your service with a market topping salary, pension contribution, private medical and study/ training funding available, you will be entitled to 28 days holiday plus bank holidays excluding paid Christmas leave. Career progression opportunities are rife also.

Salary indicators are £20,000 - £30,000

Should this be of interest please call Felix on 01483 302979