Employer: Aspire Executive Search Salary: £28,000 – £32,000 per annum Date Added: 07/03/2024
Senior IFA Support Administrator, Telford Salary up to £32k, and competitive Benefits.
Are you looking for an opportunity to progress your career within the Financial Services industry?
I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Telford area. This is a fantastic opportunity to progress in the Financial Services arena.
Job Summary:
You will be responsible for working closely with the advisers, paraplanners and management team
Liaise with product providers to ensure timely and accurate responses to clients
Send Letters of Authority and gather accurate information
Obtain illustrations and application forms
Production of portfolio valuations
Processing Letters of Authority
Provide a friendly and professional point of contact for clients and enquiries
You will play a key role in putting clients at ease and delivering excellent service
Qualifications and Experience: –
Minimum 2 years experience in financial services administration
Strong IT skills
Salary range up to £32k depending upon experience
Pension and death in service benefits
25 days holiday (+ Bank Holidays) per annum
Private Medical Insurance (Bupa)
Support with further qualifications, including study leave
If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN
