IFA Administrator Support Specialist

2 weeks ago


London, Greater London, United Kingdom Salisbury Financial Services Full time

Role Overview:

We are seeking a mature and professional-minded individual to join our client's office in Gerrards Cross as a Trainee IFA Administrator. This full-time role offers a great opportunity to begin a career in Financial Services and gain industry qualifications.

Key Responsibilities:

  • Provide administrative support to the advisory and technical team.
  • Obtain illustrations, key features documentation, and application forms from platforms and providers.
  • Review meeting preparation, including valuations and documentation.
  • Monitor and oversee new business applications and fees.

Requirements:

  • Computer literate in Microsoft Office.
  • Accurate data entry and record-keeping skills.
  • Willingness to study towards professional qualifications.

Benefits:

  • Competitive salary.
  • Workplace pension.
  • Annual holiday allowance.
  • Career progression and exam support.


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