Ifa Administrator

17 hours ago

Blythe Valley Park, United Kingdom Finlink Ltd Full time

An excellent opportunity to join a well established, directly authorised wealth management firm. The team are looking for an IFA Administrator to join their close knit team, earning up to £30k with Hybrid working available.

The team are looking for those with experience working with Investment and pension products to join them in delivering financial solutions to clients. They are happy to support you in gaining qualifications and are looking for someone to who is keen to progressinto a management role in the future.

The Role:

- Attend client meetings with the administrators and advisors
- Prepare documents and investment valuations
- Providing general admin, including new business tracking and dealing with client enquiries
- Systems used are IO (intelligent Office) and Cash Flow Calculator

Required skills and Qualifications:

- Previous experience in working with Investment and Pension products

The Benefits:

- 20 days holiday, plus bank holidays
- Pension scheme
- Qualification support
- Free fitness suite
- Subsided restaurant on-site
- Free Parking
- Annual performance related bonus

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