Ifa Administrator

3 weeks ago

Colchester, United Kingdom Coast Partnership Full time

**A brilliant position with a highly respected wealth management firm for an experienced IFA support administrator has come about.**

Friendly and down to earth, the team spirit at this firm is second to none. It offers a warm, supportive, environment for someone to remain in and thrive over the long term.

**Role Responsibilities**:

- New Business Administration and Processing.
- Support delivery of the sales process and client review process.
- Client Servicing.
- Maintenance of Client Records.
- Managing and Reporting on New and Existing Business Income.
- General administrative support.

**Role Requirements**:

- **Energy and passion**:

- Strong organisational skills.
- Excellent communication skills.
- Initiative.
- Previous experience within financial services.
- Competent use of Microsoft products.
- **Previous experience at a wealth management firm or similar is essential.**

**If this sounds like a great opportunity for you please don't hesitate to apply**

**Job Type**: Permanent

**Salary**: £30,000.00-£32,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Life insurance
- Sick pay
- Wellness programme

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Colchester: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial services: 1 year (required)

Work Location: One location

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