Ifa Administrator
4 weeks ago
We are a well-established IFA firm in Northampton, providing low cost, accessible advice to investors across the UK.
We generally deal with clients remotely, and there will also often be contact with providers, so strong written and verbal communication skills are key.
The role would involve providing administrative support to the Financial Planner and the paraplanning team, with a range of duties including:
- processing new business
- processing letters of authority
- creating review packs
- updating fact finds.
This is a permanent, employed, full-time role, with the requirement to be in the office at least 3 days a week. We offer a flexible and friendly working environment, you'll love us
**Job Types**: Full-time, Permanent
**Salary**: £22,000.00-£26,000.00 per year
**Benefits**:
- Additional leave
- Casual dress
- Company pension
- On-site parking
- Work from home
Schedule:
- Monday to Friday
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