Ifa Administrator

4 weeks ago

Blaby, United Kingdom CV-Library Full time

This IFA Administrator job in South Leicester provides opportunity to join a local Financial Services firm.

In this IFA Administrator role, you will be providing support to their team of Financial Advisers who provide financial planning advice to clients. Your responsibilities will include:

* Liaising with the Financial Advisers to discuss what tasks need undertaking for each client

* Obtaining and processing Letters of Authority

* Processing new business cases

* Preparing client meeting packs with the correct, up to date information

* Obtaining recent product valuations

* Undertaking general administrative duties such as photocopying, letter writing, phoning clients / providers

Our client would provide full on-the-job training to enable you to succeed in your role.

The Company

Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.

IFA Administrator Requirements

* You should have experience as an Administrator

* You should have an organised approach to your work and be able to handle multiple cases simultaneously

* You should be confident working independently and within a team

* Individuals with experience within a Financial Services firm would be preferred

IFA Administrator Benefits

* Salary of up to £25,000 depending on experience

* Office based role within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities

* 25 days holiday plus bank holidays

* 37.5 hours per week, Monday to Friday

* Working within a business that is passionate about helping their clients

* Regular paid team events through the year to get involved in

Locations

South Leicester

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