Career Advancement IFA Coordinator

2 days ago


Tewkesbury, Gloucestershire, United Kingdom Kellands ( Gloucester ) Ltd Full time
IFA Support Administrator Job Description

We are seeking an enthusiastic and organised IFA Support Administrator to join our dynamic team at Kellands (Gloucester) Ltd.

About the Role

This role is perfect for someone looking to build a career in financial services and willing to take necessary exams to become fully qualified.

Key Responsibilities:
  • Providing administrative support to IFAs, including preparing client documentation for client meetings.
  • Maintaining and updating client records and database accurately.
  • Handling incoming calls with professionalism, demonstrating excellent phone etiquette.
  • Supporting the compliance process by ensuring all activities adhere to regulatory standards and company policies.
What We Offer

We offer a competitive salary of £25,000 per annum, plus a range of benefits, including company pension, free parking, life insurance, and on-site parking.

Requirements

If you are passionate about providing outstanding support and possess the skills outlined above, we encourage you to apply for this exciting opportunity as an IFA Support Administrator.



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