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IFA Administrator

Posted 9 March by Real Recruitment Solutions Easy Apply Ended

PERMANENT POSITION - 260/1

IFA Administrator | Christchurch

Are you an experienced Administrator who has experience within financial services looking for a challenge and a change?

I have a fantastic opportunity to join a cohesive team environment for a growing financial services business based in Christchurch.

If you are an articulate individual who has attention to detail with excellent spelling, grammar and a flexible attitude then I have your next career move right here! Not only will you be having a varied role from day to day this is a fantastic opportunity to make the role your own.

Location: Christchurch

Hours: Monday to Friday 9 am - 5 pm

Salary: £18000.00pa to £22000.00pa (dependant on experience) plus 2x discretional bonuses for hitting targets!

Start date: Dependant on notice

What will your role entail?

  • Requesting and collating policy information.
  • Help with product and fund research.
  • Processing new business.
  • Maintaining clients’ accounts e.g. completing ISA subscriptions, rebalances & withdrawals.
  • Completing client review packs.
  • Obtaining quotations.
  • Completion of simple recommendation reports.
  • Completing sign up packs for adviser meetings
  • We offer generous holiday and benefits package.

We receive a high number of applications on a daily basis so we can only respond to successful applications. If you do not hear from us within 3 working days please assume your application has not been taken forward on this occasion. We may contact you in the future about other suitable positions.

Required skills

  • Applications
  • Benefits
  • Bonuses
  • Financial Services
  • Policy

Reference: 34649698

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