Back to search
IFA AdministratorLondon Competitive salary + market leading benefits package, bonus, flexible workingAward winning Financial Planning organisation in London are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.The successful candidate will:* Have at least 1-2 years experience carrying out an administration/sales support role within a Financial Services Advice environment.* Detailed and working knowledge of regulatory requirements.* Experience and knowledge of investments, pension plans and other financial products.* Strong IT skills; basic MS Office package.* Excellent organisational and communication skills.* Strong numeracy skills.The main duties of this role include:Liaising with clients, fund managers, solicitors and accountants daily.New business processing
Preparing Valuations, Illustrations & Quotations
Completing FCA compliant transactions.Obtaining information from fund managers.Sending letters of authority.Working closely with advisers.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
