IFA Administrator
Job Details
Reference ID | 1792 |
---|---|
Vacancy Location | Milton Keynes |
Job sector | Administrator |
Job type | Office |
Remuneration | Salary of £24,150 - £27,000 depending on experience and qualifications |
Description
This IFA Administrator job in Milton Keynes is seeking an experienced individual to provide support to their local Financial Advisors
In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including:
- Taking phone calls and handling appropriately
- Corresponding with clients via written and verbal
- Processing new business
- Preparing client review packs
- Arranging client meetings and managing the Financial Advisor’s diary
- Maintain accurate client records
IFA Administrator Requirements
- You must have experience as an Administrator
- Experience with a Financial Planning firm is desirable
The Company
This national independent financial planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of financial planning. The group has an ethical culture, focused on putting the client at the heart of their actions and a robust compliance approach.
IFA Administrator Benefits
- Salary of £24,150 – £27,000 depending on experience and qualifications
- Monday to Thursday, 9am – 5pm and Friday, 9am – 4pm
- 25 days holiday (rising with service) plus bank holidays and birthday off, holiday purchase scheme, life assurance and pension
- Office based role
Locations
Milton Keynes
Call us now on 0208 0044 154 or click Apply
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