Region : South East England
Salary: Salary is based on Qualification and experience
Job Ref.: CL0312ADF
Job InformationIFA Administrator required. Our clients have a national network of highly experienced and professional Financial Advisers. They require a Financial Services Administrator for their Berkshire office.
You should have a few years experience within an IFA office.
This administrative role requires experience of (and confidence in) dealing in the highnet worth (HNW) market.
Attention to detail, the ability to work unsupervised, under pressure and to tight deadlines are all essential.
Good general knowledge of all investment, life and pensions products and legislation
Providing full administrative support which will require strong organisational and administrative skills
Pre and post meeting preparation for client meetings (processing applications, completing valuations)