Job Information

IFA Administrator

An opportunity to work in boutique style fee-based IFA firm in Leicester. Specialists in providing Holistic Wealth Management Advice to HNW Private and Corporate clients.

Preferable to have some/any qualifications or exams leading to Certificate of Financial Planning. Must have knowledge on investment, pension and protection products.

Minimum 2 years` experience working in financial Services industry



Role

Be able to perform administration duties like preparation of paperwork for new client and a review client, dealing with customer queries, be able to speak to product providers and also be able to do other general admin duties including emails, answering telephone calls, scanning etc. The successful candidate should also be able to process new business from start to finish compliantly. Knowledge on Intelligent Office software, IRESS and Truth would be of great advantage but not mandatory.

Salary £20,000 to £25,000 Dependant on experience and qualifications.