Senior IFA Administrator
other jobs -Recruitment
Added before 4 Days
- England,East of England,Cambridgeshire,Peterborough
- Full Time, Permanent
- £28,000 - £34,000 per annum
Job Description:
I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. This firm is dedicated to building long-term relationships and providing personalized service to their clients.
Role Description
This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include:
* Managing client administration and maintaining compliance documentation.
* Preparing review packs and reports.
*Processing applications and ensuring accurate record-keeping.
*Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers.
* Fostering professional relationships with both clients and colleagues.
Salary & Benefits
* Salary: £28,000 - £34,000 per annum, plus benefits.
*Work Arrangement: On-site, Monday to Friday.
Qualifications
* Proven experience in a financial services or IFA environment is essential.
*Proficiency in financial administration, client file management, and compliance.
*Strong organizational, analytical, and time management skills.
* Excellent communication skills with high attention to detail.
* Proficiency in Microsoft Office Suite.
If you are interested in this opportunity, please get in touch for more information.
Role Description
This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include:
* Managing client administration and maintaining compliance documentation.
* Preparing review packs and reports.
*Processing applications and ensuring accurate record-keeping.
*Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers.
* Fostering professional relationships with both clients and colleagues.
Salary & Benefits
* Salary: £28,000 - £34,000 per annum, plus benefits.
*Work Arrangement: On-site, Monday to Friday.
Qualifications
* Proven experience in a financial services or IFA environment is essential.
*Proficiency in financial administration, client file management, and compliance.
*Strong organizational, analytical, and time management skills.
* Excellent communication skills with high attention to detail.
* Proficiency in Microsoft Office Suite.
If you are interested in this opportunity, please get in touch for more information.
Job number 3502412
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metapel
Company Details:
-Recruitment
Company size: 2-10 employees
Industry: Staffing and Recruiting
360-Recruitment specialise in Finance and Accountancy recruitment across the East Midlands. Providing both Permanent and Interim resource, we have bui...