At a Glance
- Tasks: Support independent financial advisers and ensure high-quality service for clients.
- Company: Dynamic firm with a focus on growth and excellent company values.
- Benefits: Competitive salary, structured training, and support for industry qualifications.
- Other info: Bright office environment with rewarding progression opportunities.
- Why this job: Join a fast-paced team and grow your career in the financial services sector.
- Qualifications: Experience in IFA support and strong administration skills required.
The predicted salary is between 30000 - 30000 £ per year.
Our client provides specialist knowledge and expertise to their customers, as well as upholding excellent company values. They are now recruiting for ambitious and conscientious individuals to join their team on a full-time, permanent basis from their bright and welcoming offices in Cheltenham.
You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position, so you must be willing to get stuck in and work as part of a team to support the advisors as necessary. They have excellent growth plans for the future and are looking for individuals to grow alongside this.
A full structured training programme will be provided; however, you must have prior understanding of Mortgages, Protection, Investments, and Pensions. Our client provides rewarding progression opportunities and support with industry-specific qualifications, which will enable you to further your career.
Responsibilities:- Processing applications via different provider platforms
- Maintaining and updating database with relevant policy information
- Corresponding with providers across the market (in relation to investment, pension, protection, and mortgage products)
- Issuing documents to clients
- Producing and updating client reports
- Drafting suitability reports for advisers
- Ensuring all records are kept up to date and compliant
- Handling incoming queries and outgoing calls to other providers and clients
- Experience working within a similar IFA support role
- Excellent administration skills
- Strong attention to detail
- Ability to work solely or as part of a team
- Good time management skills
Hours: Monday to Friday, 9am to 5pm
Salary: Up to £30,000 per annum, depending on experience
Senior IFA Administrator in London employer: Anderson Recruitment
As a leading provider of wastewater solutions, our company offers a dynamic work environment where innovation and teamwork thrive. Employees benefit from comprehensive training programs, opportunities for career advancement, and a strong commitment to sustainability, all while working in a supportive culture that values each team member's contributions. Located in a vibrant area, we provide essential services that make a real difference in the community, making this an ideal place for those seeking meaningful and rewarding employment.
