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IFA Administrator

Job Title: IFA Administrator
Contract Type: Permanent
Location: Farnham, Surrey
Industry:
Salary: £14 - £18 per hour
Start Date: ASAP
Reference: 10187/001_1499072697
Contact Name: Harriet Bradfield
Contact Email: harrietbradfield@srmrecruitment.com
Job Published: July 03, 2017 10:04

Job Description

My Client is a growing business on the outskirts of Surrey, with an international clientele. They are currently recruiting for a dedicated and professional IFA Administrator with experience of providing support within a busy office setting, preferably within Financial Services.

This is an excellent opportunity for candidates seeking an autonomous work environment, with ability to plan and prioritise your own workload, and have flexible working hours.

Responsibilities:

  • providing all-round office support
  • liaising with IFA's
  • new business submission
  • pipeline for post submission
  • prospective business and client services
  • responding to and resolving client queries via telephone and email

The ideal candidate will:

  • have experience of supporting a busy office in all aspects of administration (Financial Services experience desirable)
  • be able to use Microsoft Office suite and good all-round computer literacy
  • have a desire to familliarise yourself with my client's wealth management products in order to provide excellent all-round support