Ifa Administrator
3 weeks ago
**IFA ADMINISTRATOR - PENSIONS & INVESTMENTS**
**LOCATION: Leatherhead**
**SALARY: AROUND £26,500 - £32,000**
**BENEFITS**:
In addition to excellent career progression - with fantastic opportunities for promotion - training and support, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your core benefits package includes the following:
Share Incentive Plan
Workplace Pension
Life Assurance
Income Protection
Health Cash Plan
Our Client, a National firm of Independent Financial Planners are currently looking to recruit an experienced Administrator to join their successful and expanding Pensions & Investments team, on a full-time, permanent basis. This is a hybrid role; the successful applicant will be expected to regularly work from the office in Leatherhead - probably on a 3 day office, 2 day home basis.
THE ROLE
- Work closely with the consultants to support and ensure clients’ needs are met, this may include attending client meetings with the consultant(s)
- Maintain strong relationships with clients
- Manage all aspects of client affairs in a prompt and efficient manner
- Plan, organise and prioritise workload to maintain agreed service standards
- Create client valuations and illustrations
- Liaise with Providers
- Develop and maintain good working relations with internal and external contacts
NJR 14080
**Salary**: £26,500.00-£32,000.00 per year
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: 14080