Ifa Administrator

2 weeks ago

St Asaph, United Kingdom Avenue Recruitment Full time

We are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners.

**Responsibilities**:

- Managing adviser's pipeline
- Submitting new business
- Chasing pipeline business
- Letters of authority
- Creating valuations
- Booking in client reviews
- Managing adviser's diary

For further details please apply

**Salary**: £33,000.00-£35,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

**Experience**:

- Financial planning: 1 year (required)
- Sales administration: 1 year (preferred)

Work Location: In person

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