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IFA Administrator

Job LocationBillericay
EducationNot Mentioned
Salary£25,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

IFA AdministratorBillericayOffice roleUp to £35kThis role is best suited to IFA Administrators with 1+ years’ experience. Whilst you will be starting with administration, there will be a pathway to progress to paraplanning within the company if that is your desired route. The business will also supportyou in achieving your Level 4 Diploma. Salary up to £35,000.The Business The business is a directly authorized medium-sized Financial advisory firm who have been providing their clients with independent financial advice for over 40 years and are looking to add a new member to the growing team. The business offers great progressionto their employees along with exam support.The Role Within the role you will be providing administrative support to the advisors within the firm. Your duties will include process new business, speaking to client, preparing data, arranging meetings, obtaining third party information and processing ad hoc requests.Within the close-knit office role, you will be surrounded by a supportive team.The Benefits

  • Salary up to £35,000 dependent on experience.
  • 20 Holiday days + Bank holidays (Raising to 25 after 3 years)
  • Company pension
  • Sick pay
  • Exam support & Study time off
  • Free parking
If you think this is of interest to you, we encourage you to take the next step and apply. The process is straightforward - simply submit your CV along with your basic contact information.SynonymsClient support, Client delivery administrator, Financial Planning Assistant, Financial AdministratorRequired skills
  • 1Administrative Support
  • 1Advisory
  • 1Financial Planning

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