IFA Administrator Support Specialist
2 weeks ago
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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