IFA Administrator

Job Location	High Barnet
Education	Not Mentioned
Salary	£23,000 - £26,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Anthony Alexandra is currently working with a reputable Independent Financial Advisers based in North London. Our client is currently recruiting for an IFA Administrator to join their growing ambitious team. The successful candidate will also be responsible for providing support to the Financial Advisers and Directors.Duties include:

Processing new business

Letters of Authority

Dealing with existing business

Maintaining accurate and up-to date client records on server and back office systems

Review client reports & fact finds

Preparing packs to be sent with advice reports

Skills & Experience;

18 months - 2 years experience working within an IFA environment

Previous experience within an IFA Administration role

Experience using back office systems such as Adviser Office

Good general knowledge of all Investments, Pensions and Protection Products

Achieved or studying toward professional qualifications would be an advantage

KEYWORDSIFA Administrator / IFA Sales Support / Pensions / Investments / Protection / IFA / Financial Planning / Wealth Planning / Asset Management / Wealth Management / Paraplanning / New Business / Letters of Authority / Valuations / Diploma / DipFA / Client Services / Intelligent office / Adviser office / Avelo / x-plan / Iress / Admin Required skills

Financial Planning

Investment

Pensions

Protection

IFA

Keyskills :
Financial Planning Investment Pensions Protection IFA

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