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Financial Services Administrator
2 months ago
We are seeking a highly organized and self-motivated individual to join our team as an IFA Administrator. This is an exciting opportunity to develop your career in a fast-growing financial advice firm.
Key Responsibilities:- Process new business submissions and maintain accurate records in our back-office system.
- Collaborate with product providers to gather valuations and ensure a smooth business process.
- Develop a broad knowledge of financial products, including pensions, investments, and protection products.
- Provide administrative support and client servicing as needed.
This role offers a competitive basic salary and supporting benefits, with genuine opportunities for career development and growth.
We are committed to supporting our employees in their professional development, and we offer training and development opportunities to help you achieve your career goals.
