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IFA Administrator

Location: THE WIRRAL, MERSEYSIDE Salary: 20000.00 - 25000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 9 months ago Reference: 3108884
IFA Administrator

A Chartered Financial Planners on the Wirral is expaning and therefore seeking an additional IFA Administrator to provide full support to the advisers. The role will include processing new business, producing quotations, requesting illustrations and producing client summaries/valuations.

As an IFA Administrator you will be expected to work closely with all staff within the business to ensure a smooth yet compliant process is followed, and assist in providing a great client service.

The ideal candidate will:
• Have previous experience in a similar IFA Administration role.
• Have some industry specific qualifications or is working towards.
• Have worked for a product provider and understand pensions and or investmet products.

In return you will receive a very competitive salary and benefits package.

Please feel free to contact me on 0161 833 2033 / to discuss this opportunity or for a confidential conversation regarding your job search and career goals.

*Reed offer up to a £300 rewards for any successful referral

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