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IFA Administrator

Posted 27 February by Search Consultancy Easy Apply Ended

IFA Administrator
Sheffield
£20,000 - £25,000 basic (potentially more for ideal candidate) + comprehensive benefits, bonus, free parking, exam support

My client is an IFA and Wealth Management firm and they are looking for an experienced IFA administrator to join their office based in Sheffield.

Experience of providing support within an IFA practice is required with product knowledge across Investments, Pensions and Life products. Industry qualifications are not vital but would be of benefit if you have them.

The successful candidate will be providing support to the IFAs, and will be working alongside the other members of the support team and reporting to the office manager. Responsibilities include processing business pre and post service, liaising with product providers, and dealing with clients, allocating work and dealing with new business leads.

A fantastic opportunity to join a large, secure and growing IFA business.

Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Required skills

  • ifa
  • pensions
  • avelo
  • investments
  • valuations
  • wealth
  • iress
  • "ifa administrator"
  • "fs support"

Reference: 34567203

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