Ifa Administrator

4 weeks ago

Belstead, United Kingdom Reed Insurance Full time

My client offers an excellent remuneration package for this full-time position, and there is genuine scope for professional development within the firm. Their modern offices in Belstead, near Ipswich have on-site parking.
This is an exciting opportunity to join an established company who provide a professional, impartial, and friendly service to individuals and businesses. They do not give off-the-shelf solutions and strive to put clients’ interests first whatever the circumstances.

The successful applicant will come from a Financial services background with relevant experience providing administration support across pensions and investments. If you have exposure using Intelligent Office, this would be advantageous. Plus understandingand ensure compliance with Pension legislation and FCA regulatory requirements.

  • IFA Administrator

    1 month ago

    Belstead, United Kingdom Blakemore Recruitment Full time

    We are currently working with a Wealth Management firm who are looking to recruit an IFA Administrator in their Belstead office. They are looking for someone who has experience working in a similar role. Purpose To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and...