Senior Ifa Support Administrator

1 week ago

Sevenoaks, United Kingdom Aspire Executive Search Full time

Client Support Administrator - Sevenoaks KENT Salary between £25,000 - £30,000 Excellent benefits including a bonus, parking and the option to work from home for a good proportion of the week. Full time and Part time hours are available.

This is an opportunity to work for an IFA practice in the Kent area who always put their staff first and also put their clients at the heart of everything they do for them.

Imagine working for a firm where you can start, finish, work as little or as many hours as you wish.
Where you can work the hours that you want in order to fit around family commitments, exercise, study, pets, gardening, cleaning or whatever you deem important in your life

Then this could be the perfect opportunity for you.

Role and responsibilities include:

- To provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures.
- To support the team to ensure the most efficient service is provided to clients.
- Working alongside the Administration Manager to deliver an excellent support service to the IFA's and their clients.
- Oversee and undertake Senior Administration

Skills and experience required:

- Experience of working for IFA or Wealth planning businesses in a support role
- Good organisational and time management skills
- Knowledge of Pensions and Investment products
- The ability to coach and mentor others
- Knowledge of the advice process

In return you will receive:

- A competitive salary
- Lucrative bonus
- Additional company benefits
- The opportunity to progress within a successful and caring business
- The opportunity to work Part time hours and have an excellent work / life balance

Please don't hesitate to get in touch in order to find out more.

Feel free to contact HELEN SPRIGGS via LINKEDIN to make any additional enquiries

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