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Ifa Administrator

Location: LEAMINGTON SPA, WARWICKSHIRE, UNITED KINGDOM Salary: 18,000.00-25,000.00 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: over 1 year ago Reference: X3-221359

My Client are recruiting for the following position to join their Financial Services team. If you have any relevant administration experience within Financial Services or IFA please get in touch. 

Experienced Administrator – this candidate is required to have a minimum of 2 years Financial Services experience ideally within an IFA. The suitable candidate would join this IFA firms back office support team dealing with all aspects of client support work i.e. preparation for client meeting including client valuation, providing all the necessary requirements to the paraplanning team to enable them to create a suitability report, dealing with adhoc client queries, working from meeting notes and dealing with advisers requests, processing business and moving funds (buys/sells/switches) on platforms, maintaining our client database, so a very varied role. 

Ideally the candidate will be studying toward either the certificate or diploma in financial services. A minimum GCSE grade for Maths and English of C or above. Salary is negotiable dependant on experience with a range from £18,000 to £25,000.

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