Administrator - Independent Financial Adviser (Ifa)

1 month ago


England, United Kingdom Templegate recruitment Full time

Financial Services Specialist Recruiters
21 days holidays
* Health Care Plan
* Pension Auto Enrolment
* Office Based
Our client was among the first firms in the North East to achieve Chartered Financial Planner Status. Our client is currently seeking an experienced IFA Administrator with a comprehensive understanding of the financial planning process.
Utilize and enhance proficiency with Intellifo (back-office system).
* Collaborate with colleagues to answer calls and welcome clients to the office.
Clear understanding of the financial planning process.
* Ability to produce professional work to support the advice process.
* Good knowledge of investments and pension advice.



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