Connecting...

Back to results list

Ifa Administrator

Location: HAYWARDS HEATH, WEST SUSSEX, UNITED KINGDOM Salary: 25,000.00-30,000.00 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 7 months ago Reference: X3-218033

My Client is a successful IFA practice who is looking to expand their team and seeking a hardworking, enthusiastic, and self-motivated Senior Practice Administrator to join their West Sussex team.

Ideal candidates will be passionate about financial services and have a strong background in Administration in an IFA practice.

 

•           Car parking on site

•           Early Finish on a Friday!

•           Gym Membership and Pension non – contributory

 

Duties As Followed:

Processing and recording new businesses

Liaise with product providers and other relevant third parties to ensure accurate responses to clients

Point of contact for clients

Supporting the financial advisory process

Maintaining accurate client records on back office and other IT systems

General Admin duties

Obtain illustrations and application forms

 

Skills/Experience Required:

3 years administrative experience within an IFA Practice

Excellent written/verbal communication

Financial Service qualifications desirable

Confident with IT

Ability to work well in a team and individually

 

This is an excellent opportunity for an experienced Administrator to join a successful IFA practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.

Similar jobs