Ifa Administrator
4 weeks ago
The Salary Range for this role within the IFA Administration team is up to £28,000
Tou will manage administrative tasks such as scheduling appointments, preparing paperwork, and organizing client files.
Communicate with clients to answer inquiries, schedule meetings, and provide updates on financial plans.
Collaborate with financial planners to develop and implement strategies for clients.
Maintain accurate and up-to-date records of client information and financial plans.
Assist with special projects as needed.
**Requirements**:
Experience in a financial planning or related field.
Strong organisational and communication skills.
Proficiency in Microsoft Office and other relevant software.
Knowledge of financial planning concepts and strategies.
Don't miss out on this chance to make a difference in the lives of others
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Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA Administrator, Salary up to £27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing...
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Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA Administrator, Salary up to £27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing...
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Doncaster, South Yorkshire, United Kingdom Medlock Partners Ltd Full time €27,000IFA Administrator, Salary up to £27,000 (Experience dependant) Doncaster based Hybrid working 25 Days Holiday Death in service, Private medical Exam support and funding Free on-site parking We are proud to be representing a boutique Firm of Independent Financial Planners who offer a family orientated working environment. The role will involve providing...
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