Job Details
Senior IFA Administrator
Sector:Financial Services
Region : Greater London
Location: London
Salary: Salary will increase with qualifications
Job Ref.: CL0210WC
Job Information
Our Client an Independent IFA firm based in the City require a Senior IFA Administrator3 -4 years experience within an IFA business
Must have some Financial Services Qualifications
Must have used Advisor Office
On Line systems experience i.e. Teleflow, Transact, Cofunds, Standard Life Wrap
Ideally a Graduate
Works hard, self motivated and committed
Duties include:
Sending off new business valuations and dealing with existing business administration.
No technical Report writing or research as this is carried out by the Paraplanner and junior Paraplanner
If this person shows particular flare in a given area there can be flexibility with in the role to suit the individual.
Lots of scope for progression within the company
Client will pay for exams and all paper work i.e. to diploma, advanced Diploma and chartered. Great opportunity.