Senior IFA Administrator

Posted 5 November by REED Insurance
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My Client, a Chartered IFA Firm based in West Bridgford are looking to recruit for the fantastic opportunity below. They offer holistic financial planning advice to HNW clients, where the emphasis is on the quality of advice provided to their clients.

IFA Administrator
Excellent salary and benefits available dependent upon experience
Support and encourage flexible working
West Bridgford


You will be responsible for:

Processing financial transactions (related to investments, insurance policies, sales, fund switches, withdrawals, and so on) from the moment they are agreed and seeing them through to completion.
Communication to clients throughout the transaction process.
Requesting and collating financial information.
Preparing application forms and client documentation.
General client administration and communication.
Addressing complex administration queries and investigating any problems.
Providing support to financial planning advisers and paraplanners as required.

This firm are looking for someone who is incredibly organised, with outstanding written and verbal communication skills. You will enjoy speaking to people by phone, get satisfaction from ticking things off your to-do list and being part of a busy team.

This role would suit someone with previous experience of working in a Financial
Advice firm who is looking for the opportunity to work for an innovative and forward-thinking company, who will support you with your qualifications and career progression. You will ideally have several financial planning qualifications under your belt and be familiar with a range of financial platforms, providers and product types.

Reed Specialist Recruitment Limited is an employment agency and employment business

Application question

Do you have experience working in a Financial Services firm?

Reference: 35861827

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