Administrator - Independent Financial Adviser (Ifa)
2 months ago
EMPLEGATE RECRUITMENT Financial Services Specialist Recruiters
Senior IFA Administrator
Competitive salary, Pension, Professional development opportunities
24,000 to £30,000 depending on qualifications and experience
Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals.
They are currently seeking a skilled and motivated senior IFA Administrator.
Administration of both new and existing business, ensuring compliance and process procedures are followed.
Research and analysis.
Possible opportunity for involvement with investment analysis
Knowledge of FCA rules relating to the financial advice process.
An interest in financial services particularly pensions and investments
Computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline.
Ideally level 4 qualified or working towards CII qualifications or educated to a minimum of A Level standard or past financial services experience with a commitment to work towards CII qualifications.
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Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeFinancial Services Specialist Recruiters Job Title: Senior IFA Administrator Benefits:Competitive salary, Pension, Professional development opportunities Salary:£24,000 to £30,000 depending on qualifications and experience Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional...
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