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IFA Administrator - Flexible working

Job LocationTaunton
EducationNot Mentioned
Salary22,000 - 27,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A national Financial Planning organisation who are well established & respected are seeking to recruit an additional IFA Administrator out of their Taunton office. They are a growing company that have a strong reputation in the area, they are looking toexpand their business and overall team in 2022.They are now seeking to recruit an experienced Administrator who will work closely with Financial Planners, Paraplanners and the companies clients. You will be required to provide full administrative support including:

  • Dealing with clients or provider queries promptly, via telephone and email
  • Distribution of letters of authority and collating policy information from providers
  • General administration and servicing including processing death certificates and changes to client personal information
  • Maintaining client platform accounts, sale and subscribe, rebalancing and withdrawals
  • Supporting the review process including assisting in the preparation of documentation ahead of client appointments
The client is offering a competitive basic salary to £27,000 + bonus, company benefits and full exam support.They offer flexible working with 3 days in the office and 2 working from home (or vice versa).This is a great opportunity to join a growing company where you can have a long-term career. You will be supported for all market exams and will have opportunities to progress within the company, the business value their staff and as a result are offeringflexible working to all staff!

Keyskills :
IFA Administrator or IFA Sales Support or Financial Planning Administrator or Financial Services

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