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.