This listing was posted on ListedBuy.
IFA Administrator
Location:
Coatham Mundeville
Description:
We are recruiting an experienced, financial services administrator to work closely with our client, a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals. As a Chartered IFA, they actively encourage and fully support all of their colleagues in their professional development and will fund study material and examination costs to support CII Learning pathways. We are looking for a financial services administrator that has experience of working within an IFA practice and is keen to develop and progress towards paraplanning in time, if the ambition is there. The role Key Responsibilities include: New business processing (investments, pensions, mortgages & life). Client servicing, e. g. switches, rebalance, withdrawals etc. Dealing with policy enquiries. Telephone and reception duties as required General Admin support including call handling, post, typing, meeting and greeting clients. Skills and experience An individual who is conscientious and demonstrates strong attention to detail with thrive within this organisation. You have previous experience of working within an Independent Financial Adviser practice You are organised & methodical You have excellent attention to detail and high standards of accuracy You are organised and able to prioritise and meet deadlines You have effective communication skills You thrive working as part of a team You have strong IT skills , specifically in MS Office Word, Excel and Outlook Experience of IO (Intelliflo) back office system would be an advantage Experience of some, or all, of the following platforms: Abrdn Aviva Aegon Excellent benefits include: A full-time position A salary to match your talent/experience 20 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9am-5.30pm, access to flexible working hours when required Group Pension scheme Reach your career goals. Visit ListedBuy for more information.
Company:
Bond Recruitment
Posted:
February 1 on ListedBuy
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ListedBuy
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: IFA Administrator
IFA Administrator is a Clerical Administrator Job at Bond Recruitment located in United States. Find other listings like IFA Administrator by searching Oodle for Clerical Administrator Jobs.
IFA Administrator is a Clerical Administrator Job at Bond Recruitment located in United States. Find other listings like IFA Administrator by searching Oodle for Clerical Administrator Jobs.