IFA Administrator

Ortus PSR

Posted 2 days ago, valid for 6 days

Leamington Spa, Warwickshire CV311UY, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

Our client is seeking an exceptional IFA Administrator to join their thriving team.
The salary for this position is up to £35,000, with flexible working options and a bonus scheme.
As an IFA Administrator, you will support the adviser by collating documents, conducting research, and managing various administrative tasks.
Your responsibilities will include submitting new business, handling income payments, and providing administration related to Pensions, Investments, and Protection.
Experience as an IFA Administrator is essential for this role.

Are you ready to take your career to the next level? Look no further! Our clients thriving team is seeking an exceptional IFA Administrator to join their ranks. You will be join a team dedicated to providing comprehensive financial solutions. They utilise technology to streamline and improve the customer

Salary is up to £35,000 with flexible working and bonus scheme

As an IFA Administrator, you’ll be the backbone of our client support team. Here’s what you’ll be doing:
You’ll ensure our adviser is armed with everything they need. Collate documents, conduct research, and set the stage for success.
From submitting new business on and off platforms to handling income payments and withdrawals,
You will provide administration in relation to Pensions, Investments, and Protection

To be considered

Experience as an IFA Administrator is essential

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