Ifa Administrator

Blue Arrow have an excellent opportunity for someone with financial experience to join a forward thinking company with an excellent career path on offer.

You will provide support to the Practice, Paraplanners and Advisers to ensure the efficient progressing of business, effective management of day-to-day tasks and that our clients receive a high level of service

Dealing with daily correspondence and literature.

Managing client files

Deal with lead enquiries, gathering information and passing to management. Prepare client files for face-to-face meetings, forward planning, look for new opportunities for potential new businesses

Servicing of existing clients including preparation of client files, confirm client meetings, respond to client enquiries

Personal Training - CPD
You will be given the opportunity to do CPD training this will be a few hours per month, ensure training is updated and attend meetings as required.

The client offers a career progression and you will be offered opportunity to be a Trainee Para Planner