Job Ref: 213165607

Date: 2021-02-10 20:17:11

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Are you an experienced IFA Administrator looking to join a team of Independent Financial Advisors in High Wycombe?

As an IFA Administrator, you will be joining their team of 3 Administrators who support 2 busy Directors / Financial Advisors. Your duties will be focused on:

* New business submission and tracking through to completion

* Day to day client management, processing any queries which may arise

* Undertake fund switches as instructed

* Issue letters of authority, chase for policy information and maintain up-to-date back office systems

* Support the Financial Advisor with research and analysis to meet client needs and objectives

IFA Administrator requirements

* You must have experience as an Administrator supporting Financial Advisors

* You must have knowledge of investments and pensions

* You must have access to your own transport (due to office location, minimal public transport nearby)

The Company

This independent financial advisory firm has proudly celebrated over 25 years in business and has held a consistent ethos of providing the highest possible service. You will be joining their supportive team as a IFA Administrator.

IFA Administrator Benefits

* Salary of £27,000 – £30,000

* Plus company benefits include, DIS, pension, cashplan and 25 days holiday plus bank holidays

* 37.5 hours per week with normal working hours

* Office based role, with free parking available nearby

Location

High Wycombe

Liability and Disclaimer

Whilst FM TOP JOBS LTD uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by FM TOP JOBS LTD for any loss or damage which may arise out of any person relying on or using any information

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