Ifa Administrator

4 days ago


Fife, United Kingdom Reed Insurance Full time

**Are you looking for a fantastic new IFA Administrator Opportunity in Fife?**

Our client is a highly successful Chartered Financial Planning firm based in Fife, who are now looking for an experienced Administrator to join their team to work alongside the Financial Planners and Adviser Support team. Your role will be to provide adminsupport to the team daily.

Responsibilities include:

- New business processing
- Gaining a comprehensive understanding of the new back-office system 'Curo'
- Contacting clients
- Liaising with providers
- Updating online systems
- Producing valuations

To be considered for this role you should have:

- Experience working within an IFA firm
- Familiar with the different provider websites & processes
- CII Qualifications are preferred but not essential

It offers:

- Full-time permanent role
- Based in Fife - parking available
- Salary £20,000 - £28,000 DOE
- Comprehensive benefits package
- Good team working environment

Experience working in the financial services industry is essential.

If you are interested in this role, submit your CV to avoid disappointment