IFA Administrator

Posted 5 April by Head Start Recruitment Ltd

IFA Administrator

St Albans | £25,000 to £30,000 depending on experience

A great opportunity has become available to work for a professional Wealth Management Company based in the heart of St Albans.

Previous experience as an IFA Administrator is essential

Your duties will include

To provide efficient administrative support to the Partners

New business processing and annual valuations

Preparation of correspondence including letters and emails

Maintain administration systems and ensure client data is accurate and up to date

Maintain diary management system with daily workflow

Preparation of initial and follow up meeting packs

And general office duties

Your skills

Completion of RO1 exam is minimum expectation

Strong communication and IT skills

Ability to work within a team

The desire to succeed and move forward within the company

In return we will give you

A competitive salary, and excellent bonus scheme, paid parking pass, 22 days holiday increasing to 25, exam support.

Phone for further details regarding this fantastic opportunity.

Application questions

IFA Experience?
Passed your RO1 exam?

Reference: 34838162

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