IFA Marketing Administrator

Job Location	South Wimbledon
Education	Not Mentioned
Salary	£25,000 - £30,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Anthony Alexandra are working in partnership with an Independent Financial Advisor based in South West London, who are seeking an IFA Marketing Administrator with a strong work ethic.This role is appropriate for an IFA Administrator who wants to progress, assisting with the development of a growing team that deals with a wide range of Financial Services.The requirement of this role include:

Previous experience in an adviser support role

Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner

Accuracy, flexibility, adaptability and excellent time management

Marketing / PA experience would be desirable

Strong understanding of Microsoft Word, Excel, Outlook

Knowledge of Investments, Pensions & Protection Products

Responsibilities for this role include:

Providing administrative support to a Financial Adviser

Marketing duties advertising the IFA practice

Dealing with daily client and provider enquiries

New business processing

Preparing and submitting applications and supporting documents to product providers

Liaising with providers, insurance companies and solicitors

Maintaining client files in line with Compliance procedures and updating client fact find information

KEYWORDS

R01 / R02/ R03/ RO4/ R05/R06/ Pensions / Investments / Protection / IFA / Financial Planning / Wealth Planning / Asset Management / Wealth Management / Report Writing / Suitability Reports / Suitability Letters / Diploma / DipFA/ MarketingCommutable from:Croydon / Purley / Sutton / Epsom / Cheam / Ewell / Leatherhead / Redhill / Caterham / Kingswood / Oxted / Reigate / Horley / Gatwick / Horsham / Dorking / Ashtead / Wimbledon / Mitcham / Morden / Merton / New Addington /Kingston

Required skills

Adviser

Investments

Marketing

Pensions

Keyskills :
Adviser Investments Marketing Pensions

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