The following job is no longer available:
IFA Administrator
IFA Administrator
IFA Administrator
Posted 28 March by
RecruitAbility Ltd
Ended
Location: Bishop’s Stortford (Hybrid)
Salary: £14 - £17 per hour (depending on experience) Term: Permanent
Hours: 3 days per week (school hours)
RecruitAbility is looking for an experienced IFA Administrator to join their small, but well established Financial Planning company. If you have IFA administrator experience and you’re looking for a part time, hybrid role, I would love to hear from you.
The Role of IFA Administrator:
- Liaising with product providers, clients, and client representatives as and when required.
- Assisting advisers in the creation of client financial reports and letters.
- To produce accurate Annual Review Packs for Financial Advisers and process associated tasks.
- Assist Paraplanners with:
- Basic advice events, such as fund switches and investment withdrawals / contributions.
- Processing applications when required.
- Type letters and draft routine correspondence.
- General office administration including collecting post, scanning and distributing
- Arranging Advisers Diary for client meetings / updating Client Servicing Register
- Knowledge of Income Reconciliation ideal
- Familiar with Word and Excel
- Familiar with Quilter and Transact platforms.
- Good team player
- Good Written and Commination skills
- Highly Organised – ability to work from home
- Previous IFA Administrator experience
- Able to exercise initiative.
- Strong communication skills and ability to build rapport.
- A natural ability with numbers, and a basic understanding of investments & Pensions.
- Must have good attention to detail when working with client files.
- You must be able to drive and live locally to Bishop’s Stortford
Salary: £14 - £17 per hour (depending on experience)
Hours: 3 days per week (school hours).
Hybrid working
Pension
20 days holiday (excluding bank holidays) (pro rata)
Please apply on line quoting reference 372639 or call Adrienne for more information on .
This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Reference: 52395730
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
- Financial Services jobs in Bishop's Stortford
- Administration jobs in Bishop's Stortford
- Adviser Administrator jobs in Bishop's Stortford
- Jobs in Bishop's Stortford
- Financial Services jobs
- Administration jobs
- Adviser Administrator jobs
- RecruitAbility Ltd jobs
- Part time jobs
- Part time jobs in Bishop's Stortford
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'