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Job Location | Chesterfield |
Education | Not Mentioned |
Salary | 25,000 - 30,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Job Title: IFA AdministratorSalary: £25,000 - £30,000Location: West WiltshireA well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. Our client has a strong presence within the industry and pride themselves on their committed services.This company provide advice across a diverse range of case types to both private individuals and corporate clients on cases such as Pensions, Investments, Tax Planning and Protection. With this in mind, the role will be very varied and ideally looking foran individual who can fit within this and employ their technical knowledge.They are now looking for an experienced, technically minded, IFA Administrator to join the firm to take on the duties that help support the business continued growth. This would be a fantastic career step for an experienced candidate as the firm pridesitself on the development of its employees.The Role:As an IFA Administrator you will be directly supporting the Financial Planners and Paraplanners of the business, with duties including valuations, pre- and post-meeting administration, communicating with providers, completing ad-hoc client requests regardingthe products they have through the firm, and liaising with the client at every step to make sure they have a smooth experience.This firm heavily invest in growing and developing talent whilst providing a supportive environment so the successful candidate will have progression routes for future roles if desired.Our client has an extensive benefits package with include discretionary bonus, hybrid working, exam support, and competitive annual leave.The Required Skills: