Ifa Administrator

6 months ago

Honiton, United Kingdom Bond Recruitment Full time

Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely with and to support the Director.

Financial services industry knowledge is required; the role will include.
- Working closely with the Director
- Report template updates
- Updating advice file check sheets
- Checking files for completeness
- Adding fees and policies onto IO, therefore Intelligent Office experience would be beneficial.
- Gathering data for policies for example platform due diligence
- Willing to step in to help office manager/servicing manager in their absence.
- Willing to carry out more high-level work, but also happy to carry out administrative tasks.

**Salary**: £18,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Private medical insurance

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: 218

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