Job Details
IFA Administrator - Contract
Sector:Financial Services
Region : South East England
Location: St Albans
Salary:
Job Ref.: SL:IFAADMTEMP
Job Information
A boutique IFA firm with a reputation for integrity and a measured approach to developing wealth have a new opportunity for an experienced IFA Administrator to join on a contractual basis.The role will begin as a 3 month contract which could extend to 6 months and for the right person will become permanent. The reason for the role is retained business and a backlog of administrative work required to support their client bank.
The role will involve:
• New business processing
• Quotations and valuations
• Basic suitability reports
• General administration and diary management for the IFA
• Putting client packs together
The role will be paying a competitive salary, and is a great opportunity for a candidate to join a firm that is progressive in its thinking and warm in its environment.
If you are able to start a new role fairly quickly and are an experienced IFA administrator, please apply within.