Administrator - Independent Financial Adviser (Ifa)
3 days ago
Halifax
Death in service 5% Pension Yulife Employee benefits package
Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present Administrative support.
Dealing with client/provider queries over the phone and via email.
Maintaining client records on back-office system
Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities.
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