Give us a call on 0117 379 0818

IFA Administrator, London up to £30k + benefits

£25000 - £30000 + excellent benefits

A well regarded Financial Planning firm who provide impartial and holistic advice to private and corporate clients.

RESPONSIBILITIES

  • Supporting Financial Advisers
  • Acquiring client valuations
  • Processing all new business
  • Provide administration service for Pensions, Investments, Group Risk and Protection business
  • Liaise with providers such as Life Assurance companies
  • Checking business packs are compliant to FCA standards

REQUIREMENTS

  • Excellent administration skills and experience using Microsoft packages
  • Able to provide high level of customer service with excellent communication skills
  • Experienced in working to deadlines, prioritising workload, project management and providing a high level of customer service at all times.
  • At least 2 years’ experience working for an IFA or Insurance Company. A working knowledge of IFA administration would be preferable.
  • Suitable technical knowledge with User of Intelligent Office, Office Web, Cofunds, Standard Life, Standard Life Wrap, Fidelity & Aviva for Advisers
  • Education to A Level standard, with at least 5 GCSE’s, including Mathematics and English
  • CF1 or suitable industry qualifications (desirable)

BENEFITS

  • Salary based on experience
  • 23 plus days annual leave plus 8 bank holidays
  • Company Pension Scheme (3%matched basis)
  • Discretionary bonus (annually)
  • Private Medical Insurance (at 6 months)
  • Death in Service x 4
Location: 
London
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
CR-800