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Administrator - Independent Financial Adviser (Ifa)
4 weeks ago
Office based role
This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. The business is a well-established Financial Services firm who have been in operation for over 10 years with several advisors working within the Essex area. They also have links with a large accountancy practice.
This includes processing new business, liaising with clients and providers, updating the back office accurately, preparing client review reports, valuations,
and illustrations. You may then have the chance to undertake in assisting with suitability reports, research, analysis, and product comparisons where required.
25 days holiday plus bank holiday.
Discretionary bonus.
Employer Pension scheme increasing to 7.Optional healthcare scheme.
Car parking.
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
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