IFA Administrator

IFA Administrator

Full-Time No working from home possible
Fairstone Group

Responsibilities

  • Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
  • Processing Letters of Authority
  • Prepare annual review and meeting packs to assist the IFA/Client meeting process

Skills and Qualifications

  • Maths & English GCSE Grade C or above
  • Excellent attention to detail and accuracy
  • Ability to build relationships with key stakeholders
  • Excellent communication skills
  • Technically proficient
  • Ability to prioritise a varied workload

Benefits

  • Company pension scheme
  • Death in service
  • 25 days annual leave, increasing to 30 days with length of service
  • Flexible Benefits
  • Access to an electric vehicle scheme (Subject to scheme rules)
  • Opportunity to purchase additional holidays
  • Market leading enhanced family friendly policies
  • Cycle to work scheme

IFA Administrator employer: Fairstone Group

Join a dynamic and supportive team as an Administrator in a thriving financial services environment, where your contributions directly impact client satisfaction and operational efficiency. With a strong emphasis on employee growth, we offer comprehensive development opportunities, flexible benefits, and a generous leave policy that rewards your commitment over time. Our inclusive work culture fosters collaboration and innovation, making it an ideal place for those seeking meaningful and rewarding employment.

Fairstone Group

Contact Details:

Fairstone Group Recruitment Team