Ifa Administrator

1 month ago


London, United Kingdom Templegate Full time

**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**

**Job Title**: IFA Administrator

**Location**: London - Wimledon

**Benefits**: Hybrid working, Pension, 25 days leave plus bank holidays

**Salary**: £30,000k ~ £35k Depending on experience.

**What Your Day to Day Duties Will Include as a Financial Services Administrator / IFA Administrator**:

- Working in collaboration with Financial Advisers and other colleagues to process new and existing business
- Providing full administrative support to the Financial Advisers
- Deal effectively with queries from clients and other parties through effective communication.
- Obtain information, quotes, illustrations and product details for analysis

**What is Needed to Be Considered as a Financial Services Administrator / IFA Administrator**:

- Financial Services Experience necessary - Specific experience in providing Administration support for an IFA
- High level of written and oral communication skills.
- Ideally At least 2 years Financial Services Administrator / IFA Administrator experience, including use of a back office system Intelligent office

**Job Types**: Full-time, Permanent

**Salary**: £30,000.00-£35,000.00 per year

**Benefits**:

- Cycle to work scheme
- Life insurance

Schedule:

- Monday to Friday

Ability to commute/relocate:

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

Work Location: Hybrid remote in London

Reference ID: 1534


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