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IFA Administrator/Trainee

Job LocationTeesside Industrial Estate
EducationNot Mentioned
Salary20,000 - 24,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Do you have a keen interest in Financial Services and looking for an opportunity to develop your careerOur Client in Teesside is looking to recruit an IFA Administrator, who will support their team of Financial Advisers. The business is well established, very successful and truly values their employees, with superb benefits and on-site facilities.Working as part of the administration team, your role will include:

  • Processing new business
  • Maintaining accurate information on the in-house database
  • Liaison with clients and providers
  • Completing all work in an accurate and compliant way
Ideally, you will have previously worked within an IFA, or a regulated environment. You may have commenced studying to achieve CII DipPFS (this would be advantageous) and keen to find your first opportunity within the sector. The employer provides studysupport and development, with progression to Paraplanner and Adviser, if desired.Benefits:-
  • Office based
  • 35 hour week
  • 25 days holiday
  • Generous annual bonus
  • Pension
  • Healthcare
  • Study support
  • Progression
  • Free parking

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