Technical IFA Administrator

Job Details

Reference ID 1865
Vacancy Location Fareham
Job sector
Job type
Remuneration Salary of £32,000 - £38,000 depending on experience

Description

This Technical IFA Administrator
job in Fareham is suitable if you are looking to join a supportive team

You will be joining a back
office team consisting of Administrators, Senior / Technical Administrators and
Paraplanners who work collectively together to support their highly
effective, Independent Financial Advisers

As a Technical IFA Administrator
you will be focusing on undertaking the technical administrative duties as part
of the financial planning process and client journey. Part of your duties will
include documenting, researching and report writing for ISAs and other standard
cases.

You will receive support from
the Administrators who undertake general administrative duties and the
Paraplanners on complex cases.

Technical IFA Administrator
Requirements

  • You should have 3+ years’
    experience in financial planning administration with good product knowledge
  • You should ideally have
    some of your industry qualifications

The Company

This firm of Independent
Financial Advisors established over 20 years ago, is a friendly yet highly
professional team. They focus on providing their clients first class
service through their team of experienced Independent Financial Advisers and
dedicated back office support structure.

Technical IFA Administrator Benefits

  • Salary of £32,000 to £38,000 dependent upon experience
  • Company benefits include auto-enrolment pension, employee benefits
    scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation
  • Normal working hours of 9 – 5:30pm, Monday to Friday (possible movement
    on start / finish time)
  • Office based role

Location

Fareham

Call us now on 0208 0044 154 or click Apply

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