Senior IFA Administrator

Posted 5 April by Anthony Alexandra

A successful and thriving leading IFA is looking for an experienced IFA Senior Administrator to join their team. The ideal candidate will be dedicated to this industry and professional with a mature outlook.

This position offers a fantastic opportunity within a growing organisation with industry-leading expectations. The successful candidate will be supporting Advisors, processing new business applications and preparing client valuations.

The role will include the processing and submission of new business and policy tracking, as well as the preparation of annual reviews for Advisers clients meetings. Other duties will include quotes and assisting with product research and financial reports.

Candidates to be considered should have the following experience and qualifications.

  • 2 to 5 years’ experience working within an IFA environment
  • Financial Planning qualifications
  • Good general knowledge of all Investments, Pensions and Protection Products

This is a great opportunity to join a business that believes in nurturing your career, valuing your commitment and rewarding you with attractive employee benefits packages. Our client will offer significant support towards Financial Planning qualifications in order to progress into a Paraplanner position.

Required skills

  • Financial Planning
  • Financial Services
  • Investments
  • Pensions
  • Wealth Management

Application questions

Do you have experience of working for an IFA or Wealth Management Practice?
Do you have knowledge of Pension and Investment products?
Do you have any professional qualifications?

Reference: 34835831

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