Ifa Administrator

An excellent opportunity to join a well-established firm of Independent Financial Advisers based in the South Cumbria area. They are directly authorised and have been running for almost 36 years. They are a growing business which is now part of a largergroup.

**The Role**:

- Provide administrative support to the financial planners and relationship managers
- Process new business, incremental business, surrenders, encashment and switches
- Co-ordinate with product / platform providers relating to client holdings
- Obtaining information on other plans held by clients
- Prepare client valuations and dealing with other ad-hoc client requests

**Required Skills and Qualifications**:

- Administration experience within financial services
- Level 4 Diploma in progress

**The Benefits**:

- Basic salary up to £28,000 per annum, depending on experience
- Bonus arrangement, part of which is target based
- Up to 22 days holiday (plus bank holidays and additional days off between Christmas and New Year)
- 4 x salary death in service scheme
- Company Pension contribution
- Full support provided to achieve relevant qualifications
- Your birthday off (and paid) if your birthday falls on a working day
- Free financial planning for self with discounted financial planning for family